OUR VALUES

Our values embody our journey - our business, personal, and client stories. We have had a family business for fifteen years, enjoyed many ‘ups’ and come through many ‘downs’. Our clients' journeys, and the lessons learned from working with and for who we see as extended members of our family, have moulded our beliefs and philosophy. Not just in values, but in actions. Not just for financial advice, but for life itself.

Integrity

"Trust is the most important factor between a client and adviser and we understand that to realise the full benefit of our service, and to provide the right advice, we must build and maintain the trust of our clients’. We always operate transparently, openly and honestly with our clients, associates and colleagues."

Passion

"We only get one shot at life and we are here to enjoy it. We want clients and colleagues to have fun, to see the passion in what we do, and to be enthusiastic about the value we add. We are passionate about our work and seeing it make a difference in my clients' lives is what brings fulfilment and satisfaction to our professional life."

No Regrets

"When the game is finally up, we should look back at what we did and be proud, to be glad of the person we became, what we achieved and what we gave back. We want our clients to enjoy life, pursue their dreams and look back having been in tune with their family, personal achievements and community. We believe in taking opportunities, both big and small, and we want to see our clients embrace these opportunities and realise their potential such that when we are eighty or ninety years old, we are living with regret about missed opportunity."


A MESSAGE FROM THE WILCOCKS BROTHERS


We were founded with the aim of doing well for our family by doing good for other families. We help ensure the families we serve are financially set for life, whilst empowering them to live the life they have earned. At times, they are not sure they deserve their dream life or are worried they can’t afford it.

With an environment of upon mutual respect and trust, we offer investment advice alongside accountability, objectivity, and proactivity. We provide you with wise counsel that is objective, and we promise to be there as a sounding board whenever you need us, deploying our ears and mouth in the proper proportion.

We promise you that, should we work together, you won't find another adviser practice who will care more about the long term plans of your family. We are as deeply committed to achieving your plans as you are.

We will never tell you we can do something we can't - and we will never tell you we will do something and not do it.

Throughout our long relationship you are likely to encounter 'smarter' advisers than us, and no doubt you will also encounter 'cheaper' advisers. However you'll be hard pushed to find an adviser who is both 'smarter' and 'cheaper' than we are, and you'll never find one who cares more or is more trustworthy than us.

We see our clients as extended family. Working with family values and from the central tenet of trust, there's nothing within reason that we can't achieve together.

We will insist that we create a financial plan and that we follow it - beyond that, you are encouraged to dream and achieve your goals. We want you to live the life you deserve, without money worries.

The investment markets are inevitably volatile and we wouldn't be human if it didn't make us feel uncomfortable. What we won't allow is acting on this feeling when intellectually, the decision would be wrong. We are paid by you to act as wise counsel, particularly through market extremes. We need to know our guidance is taken on board and we certainly couldn't continue our relationship without this implied trust. It wouldn't be fair on either of us.

It's an honour and great responsibility to be the steward of your family's financial future and we won't let you down.

Martin Wilcocks

Robert Wilcocks

WILCOCKS & WILCOCKS — WEALTH & LIFE MANAGEMENT


Our Mission:

"To help our clients attain, retain and ultimately bequeath Real Wealth"

Our Vision:

"Real Wealth & Life Planning becomes the pre-eminent method for delivering financial advice globally"

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