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.
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.
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.