Our approach to investing is simple, but very effective. We believe in several core concepts:
These core concepts are helped by the way in which we manage our clients’ money:
These concepts and management strategies are all part of The Advanced Investment Strategy ™.
The strategy has been developed over the last 25 years by the IFA firm Wills & Trusts IFP. It has become so popular because of its low risk results that WTDFM was created to share the strategy with people other than Wills & Trusts’ Clients. You can access the Advanced Investment Strategy™ only through an authorised firm of advisers.