David Batchelor

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: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | 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  Support the show