Independent Financial Advisers

Welcome to Wilcocks & Wilcocks – a family-run, independent financial advisory practice based in Liverpool and London.

We are passionate about our holistic and practical approach to planning for your future. Our unique CLEARER model is backed by real evidence and our decades of experience working in the financial industry. It’s honest, simple and forward-thinking.

Trust Wilcocks & Wilcocks, award-winning financial advisers with over 25 years’ experience in the industry. Helping you to assess the cost-effectiveness of your current investment plans, where you could be paying far above the industry average.

As two of the top 1% of wealth managers working in the UK today, Martin and Robert Wilcocks are perfectly placed to help you invest effectively and create a long-term personalised plan that helps you to secure your family’s financial security and achieve your life goals.

At the heart of the business are the exceptional relationships we develop with our clients built on trust, understanding and expert knowledge. We are known for our straightforward, easy-to-understand advice, without any complicated jargon in sight. You’ll be kept fully in the loop at all times, so you can understand where your money is being invested and why the decisions you make together are the very best ones for your future.

About the Wilcocks Brothers

Martin and Robert Wilcocks are award winning Financial Advisers who have featured in The Times, The Telegraph and The Mail on Sunday. They are both in the top 1% of Wealth Managers and Independent Financial Advisers operating in the UK today and work with clients using their CLEARER framework for holistic wealth management. Martin and Robert have been providing financial advice and investment management services to clients since 1998 and use Nobel prize winning research over six decades to deliver their investment solutions.

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Is your current investment plan costing you more than it should?

Research strongly suggests that it could be, and this is no small thing. It could mean that around £64 billion a year is being wasted on high-cost investment managers, products and funds. This is why the mission at Wilcocks & Wilcocks is to solve this £64 billion problem and return this money back where it belongs – to you. There are no area managers, business development managers or other third parties lining their pockets with your fees or a chunk of your returns. You’ll be dealing with Martin and Robert directly, receiving dedicated one-to-one attention, tailored advice and of course, low fees.

How Wilcocks & Wilcocks can help you Plan, Invest and Live better

Company founders Martin and Robert Wilcocks, who have been featured in The Times, The Telegraph and The Mail on Sunday, take the time to find out what really matters to you. They work with families, individuals and people planning for or transitioning into retirement to establish a plan to squeeze the very most from every penny.

What do you want out of life, and can you afford to do it? Whatever your goal, Wilcocks & Wilcocks is dedicated to helping you get there. This includes planning to live the life you want in retirement, leaving a legacy for your family and seeing a good return on your investment without unnecessary costs. As people live longer and living costs continue to rise, retirement planning has never been more important.

There’s no ‘get rich quick’ scheme, only an evidence-based, strategic and realistic plan that is proven to work.

Wilcocks & Wilcocks focus on financial planning for the long-term. We are honoured to have been the guiding hand for many clients through the decades. Together, solid investment success has been achieved along with countless financially secure futures.

 

Let’s talk

If you’re looking for financial advice you can trust, please don’t hesitate to get in touch with Wilcocks & Wilcocks. Give Martin and Robert a call on 0845 200 4041 or fill in the simple contact form and we’ll get back to you right away.

Martin and Robert Wilcocks can assist as independent financial advisers in London, Liverpool and rest of the North West, but we can arrange a personal consultation that’s convenient for you, whether it’s in person or over the phone.

We will take as much time as you need to discuss your finances, understand your goals for the future and start putting together our expert recommendations. We’re also happy to answer all of your questions and explain our CLEARER model, including why it works.

What our clients say

Mary Elson – Family leader, ex-editor, happy retiree, now often found educating her grandchildren

Rob and Martin’s support over the years has been invaluable. I have peace of mind about my finances and complete confidence that I am in the right hands.

What our clients say

David Sammel – former pro tennis player, now tennis and exec coach, usually court-side or in the sky

Learning my number was gold for me. It focused my mind on what matters most, gave me clarity, and ultimately I now know that I’m going to be okay.

What our clients say

Hilary Walker – Scientist, Government adviser, Olympian, now usually travelling

I needed help with planning my retirement. Your assistance with my tax and pensions has been invaluable, and knowing my number freed me up to travel and focus on Return On Life!

Clearer

Clearer is our 7-step wealth management model, designed by the Wilcocks brothers over ten years of being in business together. Clearer can help make you financially bulletproof such that, whatever happens, you and your loved ones are ok.

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Clarity

Plan ahead and identify what your ideal lifestyle looks like and overcome problems holding you back.

Clear on the way ahead with purpose and energy.

Lifestyle

Know and understand the number necessary to achieve, and then maintain your plan into the future.

Financially organised, with clear goals.

E-vest

Investment proven to work over 6 decades ,and typical net gains of £15k per annum when compared to competitor portfolios.

Peace of mind on investing, with a portfolio linked to your goals.

Allowances

Maximise pension, ISA and CGT allowances and reduce corporation tax typically by £8k per annum.

Enhance the monetary value of your plan and portfolio.

Risk

A backstop, linked to the number driving your plan, that strips out all risks within your personal and business life.

Protect shareholders equity value and the business profits, and maintain the lifestyle of all shareholders’ families in catastrophe scenarios.

Estate

An estate plan using a combination of wills, trusts and powers of attorneys and an added session to reduce inheritance tax.

Protect your hard earned wealth and ultimately pass this on to children and beneficiaries safely and tax-efficiently.

Review

Quarterly reviews.

Remain focused on your plan, stay on track with your goals and avoid emotional mistakes related to wealth.

Contact us

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