Welcome to Wilcocks & Wilcocks

Wilcocks & Wilcocks is an independent financial advisory practice founded by brothers Martin and Robert Wilcocks. Based in Liverpool and London, Wilcocks & Wilcocks provide a service that is dedicated to delivering bespoke, honest and jargon-free financial planning.

As award-winning financial advisers featured in The Times, The Telegraph and The Mail on Sunday, Martin and Robert Wilcocks can help you to assess, build and develop your investment plans to ensure your money is best protected for your and your family’s futures. With their unique CLEARER model supported by real evidence and decades of experience, Wilcocks & Wilcocks offer honest, simple and forward-thinking advice at a fair price.

Martin and Robert Wilcocks are renowned in the wealth management industry for the strong relationships they develop with their clients. It’s at the heart of their business. These relationships are built on trust, understanding and the sharing of expert knowledge.

Too many large financial firms are charging extortionate fees and are not transparent enough with their clients about the realities of their investments. With Wilcocks & Wilcocks, there are no sales teams, no layers of management, and no board to pay. Martin and Robert act solely in the interests of investors. They work together with their clients to secure their family’s financial future and to help them achieve their life goals.

About the Wilcocks Brothers

With over 25 years’ experience working in the finance industry, Martin and Robert Wilcocks provide honest and clear financial advice when it comes to their clients’ investment management. They are both in the top 1% of Wealth Managers and Independent Financial Advisers operating in the UK today. Using Nobel prize winning research which spans over six decades, Wilcocks & Wilcocks delivers the very best in investment solutions.

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Are you being overcharged for your investments?

Research suggests that around £64 billion a year from the nation’s retirement funds is actually being used to line the pockets of high-cost investment managers, funding their lavish lifestyles and being wasted on huge overheads. These investment managers are charging typically about 2% more than they should, for underperformance.

At Wilcocks & Wilcocks it is our mission to shine a spotlight on this scandal and rectify this injustice. We can provide an in-depth portfolio review and independent analysis of your investments, to show you exactly what you are paying now and how we could potentially save you thousands of pounds every year.

With Wilcocks & Wilcocks, there are no area managers, business development managers, or other third parties taking generous cuts from your returns. Instead, you will be working with Martin and Robert directly, receiving clear advice, low fees and one-to-one attention.

Achieving your Retirement Goals

At Wilcocks & Wilcocks, we work with families, individuals and people planning for or transitioning into retirement, focusing on the long-term plan to ensure that you are able to live out your retirement goals. Across decades, we have been a solid support network for our clients, working together to create structured and successful investment plans that deliver real returns.

We understand the importance of financial security for families and want to see a successful return on your investment without unnecessary costs. As people live longer and living costs continue to rise, retirement planning has never been more important.

 

Let’s talk

If financial advice that you can truly trust is what you’re looking for, contact Wilcocks & Wilcocks today.

Martin and Robert can assist as independent financial advisers in London and Liverpool, but are also more than happy to arrange a personal consultation that’s convenient for you, whether it’s in person or over the phone. 

Call us now on 0845 200 4041 or fill in the simple contact form and we’ll get back to you right away.

Here's what our clients have to 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.

Testimonial...

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.

Testimonial...

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!

A CLEARER approach to finance

CLEARER is the Wilcocks & Wilcocks wealth management model. Its 7-step process can make you financially bulletproof, giving you and your family peace of mind for the future.

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Clarity

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

You will be clear on the way ahead with purpose and energy.

Lifestyle

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

You will be financially set up, organised, with clear goals.

E-vest

Investment proven to work over 6 decades.

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

Allowances

Maximise pension, ISA and CGT allowances and reduce corporation tax within a business.

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 shareholder equity value and business profit, maintain the families accustomed lifestyle in catastrophe scenarios.

Estate

An estate plan using a combination of wills, trusts and powers of attorney plus 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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