---
title: "WILLS & TRUSTS WEALTH MANAGEMENT LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/183bb524-7b14-5394-b3fb-ca145b606240
json: https://whiteintel.dev/api/public/dossier/183bb524-7b14-5394-b3fb-ca145b606240
identifier: oo:GB-COH-08788309
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# WILLS & TRUSTS WEALTH MANAGEMENT LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-08788309`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/183bb524-7b14-5394-b3fb-ca145b606240  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/183bb524-7b14-5394-b3fb-ca145b606240  

## Ownership & control

### Owners / controllers

- **Mr David Stephen Batchelor** (beneficial owner) — 75% — https://whiteintel.dev/entity/d9666368-5b88-566d-9841-aa60abeb3565
- **David Stephen Batchelor** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/590cb686-d1b7-4364-8e9a-3eb7364253fa

### Holdings / subsidiaries

- **WILLS & TRUSTS INDEPENDENT ESTATE PLANNING LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/0ca8444c-a509-5560-aa5a-9ea0c9962444
- **INTELLIGENT INVESTMENT SERVICES LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/ca2b08c4-e847-51b4-9e29-2ac6207f477b
- **WILLS & TRUSTS LEGAL LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/22b89875-9871-5fb6-9683-7db2feb5cd07
- **TRUST DFM LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/fe8cc7a1-71b6-5e86-b0ed-9fa857eaf015
- **WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/d44d5546-a475-555c-860d-472eb93ec81e
- **WILLS & TRUSTS ACCOUNTING LIMITED** (beneficial owner) — 50% — https://whiteintel.dev/entity/59ad442a-4e4e-5c34-bf5e-03fe0ecb25ce
- **WILLS & TRUSTS INDEPENDENT FINANCIAL PLANNING LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/d44d5546-a475-555c-860d-472eb93ec81e
- **INTELLIGENT INVESTMENT SERVICES LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/ca2b08c4-e847-51b4-9e29-2ac6207f477b
- **TRUST DFM LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/fe8cc7a1-71b6-5e86-b0ed-9fa857eaf015
- **WILLS & TRUSTS INDEPENDENT ESTATE PLANNING LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/0ca8444c-a509-5560-aa5a-9ea0c9962444
- **WILLS & TRUSTS ACCOUNTING LIMITED** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/59ad442a-4e4e-5c34-bf5e-03fe0ecb25ce
- **WILLS & TRUSTS LEGAL LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/22b89875-9871-5fb6-9683-7db2feb5cd07

### UBO chain (walk to the ultimate owner)

A **2-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `08788309`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2013-11-25
- **Registered office:** 91/92 High Street, Thame, Oxfordshire, OX9 3EH, England
- **SIC:** 70100

### Officers

- HOWARD, Rebecca — secretary · appointed 2024-02-01
- BATCHELOR, David Stephen — director · British · appointed 2013-11-25
- O'SHEA, Lian Jade — director · British · appointed 2025-12-01
- THOMAS, Clive Raymond — director · British · appointed 2022-01-24
- HARDY, Paula Mary — secretary · appointed 2017-09-01 · resigned 2018-04-04
- PLANT, Philip Andrew — secretary · appointed 2018-04-04 · resigned 2024-02-01
- HOBBS, Dean Gareth — director · British · appointed 2017-09-01 · resigned 2018-04-04
- PAYNE, Stuart Christian — director · British · appointed 2019-11-27 · resigned 2024-09-19
- PLANT, Philip Andrew — director · British · appointed 2017-09-01 · resigned 2018-04-04

### Beneficial owners (Persons with Significant Control)

- Mr David Stephen Batchelor — 75–100% shares · individual PSC · England — since 2016-11-10

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/08788309
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/08788309

## Get the full, resolved dossier (agent-callable)

The above is the free teaser. The resolved **multi-hop UBO chain**, ownership **%**, full **financial history**, itemised **assets** and the hop-by-hop **exposure path** are the paid depth — callable as tools from your agent:

```bash
npx -y @whiteintel/mcp-server   # then: get_dossier · trace_ownership_path · check_offshore_exposure
```

Or unlock a one-off cited dossier for **WILLS & TRUSTS WEALTH MANAGEMENT LIMITED** — https://whiteintel.dev/entity/183bb524-7b14-5394-b3fb-ca145b606240 · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **WILLS & TRUSTS WEALTH MANAGEMENT LIMITED**. Human view: https://whiteintel.dev/entity/183bb524-7b14-5394-b3fb-ca145b606240 · Structured JSON: https://whiteintel.dev/api/public/dossier/183bb524-7b14-5394-b3fb-ca145b606240._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._