OUR STORY
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ABOUT US
Award winning financial, investment and estate adviser, featured in The Times, The Telegraph, and The Mail on Sunday and one of the top 1% wealth managers operating in the UK today
We work for you – not an insurance company, glossy network, investment bank or fund manager. This means our clients – you – are our sole concern and take absolute priority. You receive fairly priced advice and investment solutions. There are no sales teams, no layers of management, and no expensive board of Directors. Everything we do is about you and for you – it is our mission to help you plan, protect and grow your capital – and we are in it together.
Our Organisational Structure
Tahnee Macfarlane
Executive Assistant
Mary Wilcocks
Executive Assistant
Robert Wilcocks
Director
Martin Wilcocks
Director
Benjamin Fabi
Chartered Financial Planner
Tim Hale
Investment Analyst
Albion Strategic Consulting
James Baker
Investment Analyst
Albion Strategic Consulting
Dan Tutchings
Investment Analyst
Albion Strategic Consulting
Ben Edwards
Investment Analyst
Albion Strategic Consulting
Sophie Hughes
Client Support
Albion acts as our insourced independent investment consultant.
Building Relationships
We are considered the financial adviser of choice for entrepreneurs and business owners transitioning into retirement
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 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.
Director
Martin Wilcocks
Martin Wilcocks is an award-winning Wealth Manager and Amazon #1 Best Selling Author who has been 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 and delivers financial and investment advice using Nobel prize-winning research spanning eight decades to deliver his investment solutions.
5 am Saturday morning milk round. I would jump on and off the ‘float’ putting milk on doorsteps until 9am at which stage the day was done and I was handed a £1 coin for my trouble.
Age
13
YTS at Bromborough Intech computer and business studies for £28.50 per week.
Age
16
Barclays Liverpool University Branch. Dyslexic machine room data entry ‘wizard’. My reversal of debits and credits often kept the whole machine room back until 6pm.
Age
19
Age
14
7 days a week paper round for £2.40. The week after I left, the owner increased the wage by 100% to £4.80! I couldn’t go back.
Age
17
Chief tea maker and machine room nuisance at Barclays Bank Little Sutton.
Barclays Liverpool Victoria Street Branch. Ushered away from the machine room and counter and sent outside into the banking hall to handle customers.
Age
21
Financial Adviser at Barclays Life. Found my calling advising customers throughout Wirral on life and pensions. I was the ‘National Top New Adviser’ in our first year.
Age
26
Premier Manager at Barclays Premier. By the time I landed at Premier it had changed and I didn’t like it. I had to say farewell.
Age
30
Age
23
Barclays Chester Branch as a Personal banker.
Age
28
Financial Planning Manager at Barclays Wealth. Really enjoyed this and I guess it’s why I have a lot of clients with their own businesses today!
Moved to St James’s Place as a restricted adviser charging customers obscene amounts of money for sub standard investment management.
Age
31
Age
34
Wilcocks & Wilcocks.
5 am Saturday morning milk round. I would jump on and off the ‘float’ putting milk on doorsteps until 9am at which stage the day was done and I was handed a £1 coin for my trouble.
Age
13
7 days a week paper round for £2.40. The week after I left, the owner increased the wage by 100% to £4.80! I couldn’t go back.
Age
14
YTS at Bromborough Intech computer and business studies for £28.50 per week.
Age
16
Chief tea maker and machine room nuisance at Barclays Bank Little Sutton.
Age
17
Barclays Liverpool University Branch. Dyslexic machine room data entry ‘wizard’. My reversal of debits and credits often kept the whole machine room back until 6pm.
Age
19
Barclays Liverpool Victoria Street Branch. Ushered away from the machine room and counter and sent outside into the banking hall to handle customers.
Age
21
Barclays Chester Branch as a Personal banker.
Age
23
Financial Adviser at Barclays Life. Found my calling advising customers throughout Wirral on life and pensions. I was the ‘National Top New Adviser’ in our first year.
Age
26
Financial Planning Manager at Barclays Wealth. Really enjoyed this and I guess it’s why I have a lot of clients with their own businesses today!
Age
28
Premier Manager at Barclays Premier. By the time I landed at Premier it had changed and I didn’t like it. I had to say farewell.
Age
30
Moved to St James’s Place as a restricted adviser charging customers obscene amounts of money for sub standard investment management.
Age
31
Wilcocks & Wilcocks.
Age
34
Director
Robert Wilcocks
Robert Wilcocks is a widely-renowned financial adviser who has been featured in major UK publications. He prides himself on providing modern and unique planning with his clients. As an award-winning professional, he is also in the top 1% of practicing Wealth Managers and Independent Financial Planners in the UK today.
Working as a Paperboy.
Age
11
I got promoted to barman at Wirral Tandoori. Completely illegal but an extra £10.00 a night.
Age
15
Stacked shelves in Asda to save for travelling.
Age
19
Age
13
Dishwasher at Wirral Tandoori. £25.00 a night and a £5.00 sporadic bonus from the owner.
Age
17
Double glazing salesman on the phones after Sixth Form College from 5 – 8pm and every weekend from 10am – 1pm; would get home just in time for Saturday football.
Travelled Australia and Asia, working in bars along the way.
Age
20
Consultancy at Phoenix Asset Management.
Age
24
Age
21
Whilst studying at The University of Manchester, job highlights included being a barman, and in summers, working nights in a doughnut factory. My specific knowledge was making sure the white paper cake trays were patted down evenly on the line, so as not to spill the mixture over the edge.
Age
25
Wilcocks & Wilcocks.
Working as a Paperboy.
Age
11
Dishwasher at Wirral Tandoori. £25.00 a night and a £5.00 sporadic bonus from the owner.
Age
13
I got promoted to barman at Wirral Tandoori. Completely illegal but an extra £10.00 a night.
Age
15
Double glazing salesman on the phones after Sixth Form College from 5 – 8 pm and every weekend from 10am – 1pm; would get home just in time for Saturday football.
Age
17
Stacked shelves in Asda to save for travelling.
Age
19
Travelled Australia and Asia, working in bars along the way.
Age
20
Whilst studying at The University of Manchester, job highlights included being a barman, and in summers, working nights in a doughnut factory. My specific knowledge was making sure the white paper cake trays were patted down evenly on the line, so as not to spill the mixture over the edge.
Age
21
Consultancy at Phoenix Asset Management.
Age
24
Wilcocks & Wilcocks.
Age
25
Executive Assistant
Tahnee Macfarlane
Tahnee Macfarlane is a personal Assistant to Martin Wilcocks, looking after existing client enquiries and handling all new applications from people looking to work with him or the firm.
Worked in a barbers washing hair, answering the telephone, making appointments and sweeping floors.
Age
14
Worked as a travel consultant at Lunn Poly booking package holidays, flights, hotel rooms and arranging other travel plans. The internet had not been invented so the shop was manic from 9 am – 6 pm every day. Stressful but I worked with a great team and most importantly I loved my job.
Age
16
Worked for Monarch and then later Thomas Cook as a senior member of the cabin crew serving drinks and meals and selling duty free. Giving first aid where necessary. The most important part of the job was the passengers safety and security. It was a great lifestyle waking up in a different country every week. We had such a giggle on board, memories I will treasure forever.
Age
21
Age
15
Waitressing at Thurstaston Cafe taking orders, serving food and drink to the tables, collecting dirty dishes, cleaning tables and washing up.
Age
16
For extra cash I worked at Mr Chows Eating House where I carried the food from the kitchen to tables (sometimes pinching the odd prawn off a plate). I worked behind the bar too.
Supermum.
Age
33
Age
43
Wilcocks & Wilcocks.
Worked in a barbers washing hair, answering the telephone, making appointments and sweeping floors.
Age
14
Waitressing at Thurstaston Cafe taking orders, serving food and drink to the tables, collecting dirty dishes, cleaning tables and washing up.
Age
15
Worked as a travel consultant at Lunn Poly booking package holidays, flights, hotel rooms and arranging other travel plans. The internet had not been invented so the shop was manic from 9 am – 6 pm every day. Stressful but I worked with a great team and most importantly I loved my job.
Age
16
For extra cash I worked at Mr Chows Eating House where I carried the food from the kitchen to tables (sometimes pinching the odd prawn off a plate). I worked behind the bar too.
Age
16
Worked for Monarch and then later Thomas Cook as a senior member of the cabin crew serving drinks and meals and selling duty free. Giving first aid where necessary. The most important part of the job was the passengers safety and security. It was a great lifestyle waking up in a different country every week. We had such a giggle on board, memories I will treasure forever.
Age
21
Supermum.
Age
33
Wilcocks & Wilcocks.
Age
43
Executive Assistant
Mary Wilcocks
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. Her 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.
Saturday job at Alcatraz Barbers. Mainly sweeping the floor and cleaning mirrors.
Age
13
Waitressing at The Dresden as well as a Chinese restaurant in Bromborough. The food at both places was excellent.
Age
15
During university I worked at Vodka Revolution Leeds.
Age
19
Age
14
Extra job at Oaklands Nursing Home where the main responsibility was to peel potatoes every Sunday afternoon!
Age
16
Waitressing at Frankie & Bennies – The first time my family came in, I accidentally tilted the tray too much with all of their plates of food on, and then every single one dropped and smashed to the floor!
I worked in the Sales and Marketing at NorthgateArinso HR Software.
Age
21
Travelled the world with jobs ranging from grape picking to freelancing.
Age
25
Age
23
Events and Marketing at UK Fashion Events.
Age
29
Wilcocks & Wilcocks.
Saturday job at Alcatraz Barbers. Mainly sweeping the floor and cleaning mirrors.
Age
13
Extra job at Oaklands Nursing Home where the main responsibility was to peel potatoes every Sunday afternoon!
Age
14
Waitressing at The Dresden as well as a Chinese restaurant in Bromborough. The food at both places was excellent.
Age
15
Waitressing at Frankie & Bennies – The first time my family came in, I accidentally tilted the tray too much with all of their plates of food on, and then every single one dropped and smashed to the floor!
Age
16
During university I worked at Vodka Revolution Leeds.
Age
19
I worked in the Sales and Marketing at NorthgateArinso HR Software.
Age
21
Events and Marketing at UK Fashion Events.
Age
23
Travelled the world with jobs ranging from grape picking to freelancing.
Age
25
Wilcocks & Wilcocks.
Age
29
