Our Clearer Model

Your plan needs to have a solid strategy behind it – one backed by hard evidence. At Wilcocks & Wilcocks we pride ourselves on our unique CLEARER wealth management model, which has been proven to work for our clients.

With complicated financial products and a plethora of pension schemes with multiple providers, it can be difficult to even begin to organise your money and develop your long-term plan. So it’s good to know that you can depend on Martin and Robert Wilcocks, who are here to help you take the first step towards financial stability and the life you’ve worked so hard for.

To find out more about our CLEARER model and how our expert services could work for you and your family, call us on 0845 200 4041.

Our approach to wealth management

At Wilcocks & Wilcocks we are known for providing our clients with realistic and clear solutions, tailored especially to their financial situation and aspirations. Using our holistic approach to wealth management, we are able to work closely with our clients to deliver the best returns and lowest costs on their investments. 

From pensions, retirement and estate planning to personal and business insurance, you are sure to find the financial support you’re looking for within our wide range of services. Make sure you have put a plan in place to safeguard your financial future – contact Wilcocks & Wilcocks today. Call 0845 200 4041 or fill in our contact form to discover more. 

Achieving your goals with our CLEARER model

Our CLEARER wealth management model, as featured in The Times, The Telegraph and the Mail on Sunday, is an award-winning financial process built specifically with the busy entrepreneur in mind.

The first step in our CLEARER model is working closely with investors to discuss their life goals and aspirations. It’s important to identify what matters most to our clients and to decipher what exactly it is they’re looking to achieve through financial planning. The next stage is working out what their number is. This figure will be the amount of money they will need in order to secure the lifestyle, retirement plan or financial security they’ve been discussing.

With a clear, prioritised set of goals in mind, and that all-important number, we can offer you our honest and realistic recommendations of how you can put plans in place to get to where you want to be. Going into depth, we will look at every option for you as an investor, from making the most of annual allowances and building in contingency plans to slashing excessive investment costs and taking steps to protect your legacy for your family. We can also help you to protect the future of your business with key insurance products and succession planning.

At Wilcocks & Wilcocks, we are happy to do the research and investigation work so that you don’t have to, giving you the time to focus on your business and the peace of mind of knowing that your family’s future is planned and secure. We present our findings in a clear and comprehensible way, so that our investors are kept in-the-loop and understand every aspect of their plan, knowing exactly where their money is going and how it will grow. If you’re happy with our recommendations, we’ll continue to handle everything on your behalf. The end result of working with Wilcocks & Wilcocks is a bespoke, tailored plan that is specific to you – your family, your business, your goals and your aspirations.

Clients love Wilcocks & Wilcocks’ wealth management process because it really works. They choose to work with us because we’re honest, trustworthy and tirelessly focused on finding the very best solutions for you. If you would like to work with Martin and Robert Wilcocks, please get in contact today – we’d love to hear from you. Call 0845 200 4041 or fill out a contact form today.

A personal message from Martin and Robert Wilcocks

“If you are looking to start planning for your financial future but don’t know where to start, who to trust or what to invest in – this is normal! At Wilcocks & Wilcocks it’s our mission to guide you through the process with clear and honest advice, without the technically challenging language and purposefully confusing jargon that is typical of the financial industry today. At Wilcocks & Wilcocks we make it as clear and easy as possible for you to be able to enjoy the lifestyle you deserve.

“Our CLEARER wealth management program is a proven route to successfully safeguard your finances and future, backed by academic research and evidence. You can pick and choose individual services from our wide range of solutions to suit your needs, or take on the complete package for maximum financial security. We look forward to working closely with our investors, getting to know them personally, their hopes and dreams. From here, we can begin to build your future. We pride ourselves on our exceptional relationships with our clients and look forward to working with you.

“Taking that first step in anything is always a little scary, but if you decide you would like to structure your financial plan with Wilcocks & Wilcocks, we guarantee you’ll be on your way to peace of mind. Get in touch today. We look forward to speaking with you.”

Martin and Robert Wilcocks

Clearer

CLEARER is our 7 step wealth management model, designed by the Wilcocks brothers over ten years of being in business together. CLEARER can help make you financially bulletproof such that, whatever happens, you and your loved ones are ok.

Clarity

Plan ahead and identify what your ideal lifestyle looks like and overcome problems holding you back.

Clear on the way ahead with purpose and energy.

Lifestyle

Know and understand the number necessary to achieve, and then maintain your plan into the future.

Financially organised, with clear goals.

E-vest

Investment proven to work over 6 decades ,and typical net gains of £15k per annum when compared to competitor portfolios.

Peace of mind on investing, with a portfolio linked to your goals.

Allowances

Maximise pension, ISA and CGT allowances and reduce corporation tax typically by £8k per annum.

Enhance the monetary value of your plan and portfolio.

Risk

A backstop, linked to the number driving your plan, that strips out all risks within your personal and business life.

Protect shareholders equity value and the business profits, and maintain the lifestyle of all shareholders’ families in catastrophe scenarios.

Estate

An estate plan using a combination of wills, trusts and powers of attorneys and an added session to reduce inheritance tax.

Protect your hard earned wealth and ultimately pass this on to children and beneficiaries safely and tax-efficiently.

Review

Quarterly reviews.

Remain focused on your plan, stay on track with your goals and avoid emotional mistakes related to wealth.

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