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David Batchelor
Manage episode 305592742 series 2964147
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Batchelor, Managing Director of Wills & Trusts Wealth Management, based in Thame in the UK.
David is an award-winning, Chartered Financial Planner, who also moonlights as a Coach for the UK arm of Strategic Coach® and spends time on the public speaking circuit too.
In his spare time, David plays the drums in his two bands, and owns a pub. He is also a Top of the Table member of the Premier Association of Financial Professionals, the Million Dollar Round Table.®
Amanda asks David what lessons he learned from his own family, watching his father face bankruptcy, and how he wound up as a financial adviser. Wills & Trusts Group are a full-service wealth management firm, discussing money often with those who are retired or retiring, and wanting to leave a lasting legacy for their families. He openly discusses his own personal financial setbacks and what lessons he would like to pass on to his three children.
“Live on 70% of whatever income you earn. That’s all you get for now.” – David Batchelor.
Links
Chartered Firm of Financial Planners & Legal Advisers - Wills & Trusts (willsandtrustswealth.com) (Company Website)
linkedin.com/in/david-batchelor-6ab48117 (LinkedIn profile)
Our Team - The Strategic Coach (Strategic Coach Corporate Website)
Home (mdrt.org) (MDRT Official Website)
Offer
Purchase your copy of Financial Secrets Revealed on Amazon:
Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books
Purchase your copy of the book on Booktopia:
Purchase your copy of the book on Barnes & Noble:
Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)
Follow
Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks or on LinkedIn at Amanda Cassar | LinkedIn
Websites:
- https://amandacassar.com.au/
- https://www.wealthplanningpartners.com.au/ (company website)
- https://trustedagedcare.com.au/ (company website)
Or you can find David Batchelor on Twitter at @WTrustsWMGroup
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