Our Services

Do you have a financial plan in place? Is it any good? Are you struggling to keep track of your current financial arrangements? Or are you being overcharged by large financial institutions? Contact Wilcocks & Wilcocks today on 0345 200 4041 and discover the route to a clearly structured and secure financial plan.

Martin and Robert are experts in wealth management and have over 25 years’ experience in financial planning. They use a unique, realistic and long-term approach designed to cut out unnecessary costs and secure you the financial future you’ve been working towards.

We can help with the following services:

Portfolio Review

Portfolio Reviews with Wilcocks & Wilcocks consist of a full analysis of your current investment plans, highlighting specifically the unnecessary and hidden fees you could be paying when you invest with large financial institutions. We can show you which stock and bond markets you are exposed to and explain the reality of your current returns.

We will then offer you a bespoke recommendation, in line with our CLEARER model, providing you with all of the information you need on our lower costs and smarter investment approaches, based on real evidence, to help you and your family attain financial security.

Contact us today on 0345 200 4041 or use the website contact form to arrange your bespoke Portfolio Review.

Investments, ISAs and Pensions

Are you losing track of all the pensions, investment bonds or ISAs you have with multiple providers? Do you know how much you’re really being charged for them?

Wilcocks & Wilcocks will review your financial arrangements to highlight the high fund costs, actual returns, maturity dates and terms and conditions you may be tied into. We will arrange a personalised plan to organise your current financial arrangements, secure lower costs and help you to understand where your money is being invested.

Simply fill out the online enquiry form or call 0345 200 4041. We provide our expertise in wealth management in London and Liverpool, as well as elsewhere in the country.

Estate Planning and Inheritance Tax

At Wilcocks & Wilcocks we can offer you in-depth, expert advice on Inheritance Tax and Estate Planning to help you secure your legacy for your family’s future. Our aim is to mitigate as much, or even all of your Inheritance Tax where possible. Contact us today for more information and guidance.

Wealth Management and Protection

Wilcocks & Wilcocks can offer you personal and business protection services to secure your financial future. We work to ensure that your family is protected and your business flourishes. Our approach to Wealth Management is wholly focused on you, your family and your future.

Speak to Martin and Robert today to discuss your personal and business goals, and how we can help you to reach them. Call 0345 200 4041 or simply fill out our contact form. We look forward to hearing from you.

Contact us

Contact Us