We work for you – not an insurance company, not a glossy network, not an investment bank or fund manager. All of which means our clients are our sole concern and take absolute priority and receive fairly priced advice and investment solutions. There are no sales teams, no layers of management, no board. It’s all about you which means it is our mission to help protect and grow your capital and we are in it together.
Martin Wilcocks is an award-winning wealth manager who has featured in The Times, The Telegraph, and The Mail on Sunday. He is in the top 1% of Wealth Managers and Independent Financial Advisers operating in the UK today and works with his clients using the Wilcocks CLEARER framework for holistic wealth management. Martin has been providing financial advice and investment management services to clients since 1998 and uses Nobel prize winning research over six decades to deliver his investment solutions.
Robert Wilcocks is a widely-renowned financial adviser who has been featured in major UK publications such as the Times, The Telegraph and The Mail on Sunday. He prides himself on providing modern and unique insights to his clients about a vast array of financial services, giving his clients total peace of mind. As an award-winning professional, he is in the top 1% of practicing Wealth Managers and Independent Financial Planners in the UK today.
Tahnee Macfarlane is a personal Assistant to Martin Wilcocks and looks after all new enquiries from people looking to work with him. She should probably have a taxi sign on her car for the children with the amount of running around she does. If she was on mastermind the Farrow & Ball palette card would be her specialist subject.
Helping business owners, families and entrepreneurs manage their finances effectively. Including wealth and financial planning, investment management, and professional advice on all forms of tax, pensions, and trusts. My motto is to always remember the small things in life as one day you will look back and realise that they were the big things.