You’re in the pre 55 accumulation phase. You’ve got a good job or a solid business and are generally very busy and can’t find the time to look at your financial dynamics. You’ve likely forgotten what a good night’s sleep feels like and you’re rushed off your feet and in between kids’ weekend activities, and family and friends’ birthdays, there is barely enough time for a round of golf or spa treatmenT. So, where on earth can you fit in time to manage your personal finances optimally?
”Rob is an incredible adviser
Dave & Antoinette OglethorpeWealth Builders
Building Wealth
Using over 7 decades of academically tested, independently peer-reviewed data, to deliver your investment returns.
We ignore news, hype and hysteria around investments and focus on what has worked for the last seven decades.
With us at the helm youll benefit from clever portfolio design, clever asset allocation and clever management of costs.
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"I cannot praise Martin highly enough, and Mary Wilcocks has been absolutely first class in every detail. Superb service for anyone needing expert financial and lifestyle planning."
Investments linked to your life goals
No nonsense or silly ideas around your investment planning. Just straightforward solutions that work.
You will not find another investment manager anywhere who will care more deeply about your financial success. Have a read of our testimonials, they tell you everything you need to know.
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Martin and Robert Wilcocks are highly sought after financial planners with impeccable track records of success and have been supporting their client families for decades.
