Services
Build it. Enjoy it. Gift it.
Wilcocks & Wilcocks – Personalized Financial Consultancy
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Why Choose Wilcocks & Wilcocks?
At Wilcocks & Wilcocks, we provide highly personalized financial consultancy designed to help you build, enjoy, and protect your wealth. Unlike banks, big networks, and insurance companies, we believe in true relationships and personal service—just like in the good old days of Barclays in the ‘80s.
What We Offer
A Personal Approach to Financial Planning
We offer a level of personal service that you won’t find at larger financial institutions. Our focus is on understanding your unique goals and financial situation to provide tailored solutions that work for you.
Key Features:
- We don’t believe in high fees or risky investments.
- No pre-adjusted risk models based on a generic score.
- Everyone under our stewardship follows the same proven investment strategy, with customized weightings of equities and bonds.
- We back global equities, focusing on long-term growth and security.
Secure Wealth Transfer & Legacy Planning
At the heart of our service is ensuring your wealth is passed on safely and tax-efficiently to your beneficiaries. We help you:
- Build your wealth strategically
- Enjoy the lifestyle you’ve worked hard for
- Ensure a smooth, tax-efficient transfer to the next generation
Frequently Asked Questions
What makes Wilcocks & Wilcocks different from banks or large financial firms?
We offer a highly personal approach that isn’t always available from big banks, networks, or insurance companies. Our service is built on trust, relationships, and proven investment strategies that prioritize your long-term financial success—not commission-driven sales.
Do you offer high-risk investments?
No. We don’t believe in high-risk investments, expensive fund management fees, or pre-adjusted risk models. Instead, we focus on global equities and strategic asset allocation, ensuring a stable and sustainable wealth-building strategy for all our clients.
Do I need a large portfolio to work with you?
Not necessarily. We work with clients at different stages of wealth-building, from those just starting to high-net-worth individuals looking to protect and transfer their wealth efficiently.
How do you ensure my wealth is transferred safely and tax-efficiently?
We specialize in estate and legacy planning, ensuring that your assets pass on to your beneficiaries with minimal tax burden. Our strategy focuses on building, enjoying, and eventually gifting your wealth in the most structured way possible.
Do you provide tax planning services?
While we don’t offer tax advisory services directly, we work closely with trusted tax professionals to ensure your financial plans are structured for maximum tax efficiency.
