THE CLEARER WEALTH MANAGEMENT PROCESS
At Wilcocks & Wilcocks we pride ourselves on our unique CLEARER wealth management model, which has been proven to work for our clients
C – CLARITY
Plan ahead, identify what your ideal lifestyle looks like, overcome any obstacles holding you back and put yourself on the road to achieving your life goals and purpose.
L – LIFESTYLE
Identify the cost of your ideal lifestyle and create a financial plan to both achieve it and then maintain it throughout your lifetime and never run out of money – whatever happens.
E – E-VEST
Evidence based investments, un- derpinned by over seven decades of nobel prize winning academic research to drive your financial plan forwards and deliver that dream lifestyle.
A – ALLOWANCES
All available personal and busi- ness annual tax allowances are explored, reviewed and utilised wherever possible to maximise the value within your plan.
R – RISK
Our risk assessment will identify potential catastrophe scenarios in your personal and business life as a result of a premature death or serious illness, with a protective foundation and solution presented to balance the risks.
E – ESTATE
The penultimate piece of planning is a succession plan that ensures your estate passes to children or other beneficiaries safely and tax efficiently.
R – REVIEW
Quarterly reviews (March, June, September and December). -Remain focussed on your plan, stay on track with your goals and avoid emotional mistakes related to wealth.
”You were able to turn what has always been a fairly nerve-wracking idea of dealing with a financial adviser and having no clue what the rules of this journey are, into a pleasant, and dare I say it - an exciting experience. We really appreciate the time you gave to us.Merete & Peter Bates OBELONDON
”Martin & Rob’s support over the years has been immense. I have peace of mind, a financial plan that I understand and I have complete confidence in the support from the Wilcocks team. Honestly, I would be lost without them.Mary ElsonHIGHER PENLEY