WAY Group is a cumulation of over 40 years of experience in the financial services sector by founder and CEO of WAY Group Paul Wilcox. Fast forward to today and Paul continues as nominal Chairman of WAY Group, but the highly professional team which has evolved over the years now has its own impeccable reputation.
WAY Group currently has one single focus: the establishment and management via WAY Trustees Limited of family trusts for the moderately wealthy across the UK.
WAY Trustees is a professional Trustee service responsible for over 1500 individual trusts containing assets of almost £200m, saving clients many millions of pounds in potential IHT liabilities. STEP is a global professional body specialising in inheritance and succession planning, helping families plan for their futures. Not only does WAY Trustees have a STEP qualified Trust Manager, we are proud to have a further two team members that are soon-to-be qualified STEP professionals.