OUR STORY

We pride ourselves on the strong relationships we build with our clients! This is our story

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ABOUT US

Award winning financial advisors, 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, 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.

Our Organisational Structure

Tahnee Macfarlane

Executive Assistant

Mary Wilcocks

Executive Assistant

Robert Wilcocks

Director

Martin Wilcocks

Director

Benjamin Fabi

Chartered Financial Planner

Tim Hale

Head Investment Analyst

James Baker

Investment Analyst

Dan Tutchings

Investment Analyst

Ben Edwards

Investment Analyst

Sophie Hughes

Client Support

Building Relationships

We are pleased to be considered the financial advisers of choice for individuals, families, entrepreneurs and business owners

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 enough 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 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.

Director

Robert Wilcocks

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.

Executive Assistant

Tahnee Macfarlane

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.

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. 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.