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
Mary Wilcocks
Robert Wilcocks
Martin Wilcocks
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.
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.
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.
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.