What our clients have to say about Wilcocks & Wilcocks

We pride ourselves on the strong relationships we build with our clients, and are pleased to be considered the financial advisers of choice for individuals, families, entrepreneurs and business owners in London, Liverpool and throughout the UK.

Over the years we have helped countless hard-working people and their families to achieve financial security, their life goals and dream retirement plans. Our clients trust the honest, straightforward and reliable wealth management advice we give them, in order to help them make key financial decisions at transitional stages of their lives.

Don’t just take our word for it, take a look at some testimonials from previous clients:

Rob and Martin's support over the years has been invaluable. I have peace of mind about my finances and complete confidence that I am in the right hands.

Mary Elson, Family leader, ex-editor, happy retiree, now often found educating her grandchildren

Learning my number was gold for me. It focused my mind on what matters most, gave me clarity, and ultimately I now know that I'm going to be okay.

David Sammel, Former pro tennis player, now tennis and exec coach, usually court-side or in the sky

I needed help with planning my retirement. Your assistance with my tax and pensions has been invaluable, and knowing my number freed me up to travel and focus on Return On Life!

Hilary Walker, Scientist, Government adviser, Olympian, now usually travelling

Since the day we had our first meeting with Martin he has demonstrated a personal and proactive approach. Hopefully, we are at the beginning of a very long and successful relationship with Martin and the team.

ANDY & ANGELA PERRY, LIVERPOOL

He invested for me and I’m very satisfied with his advice and management of my portfolio. I am very impressed with Martin and his dedication to his job. Well done. Keep up the good work.

ROSEMARY COLCHESTER, NORTHWICH, CHESHIRE

I took early retirement and wanted two pensions and an ISA amalgamated in a way that would fund my retirement. With Martin on board, we don't see any problems achieving what we are aiming for.

DAVE & ANN MCCANN, LIVERPOOL

Martin is direct and gives you the facts as he sees them. He didn't try to sway us to pick something with which we would have been uncomfortable.

STEPHEN LINDEN & Cathy Hood, LIVERPOOL

Martin gave me a very clear understanding of how he would transfer my pension and how it would be invested.

DAMEON HULSE, SANDBACH

In handling our retirement plans, Martin explained how the world of money works and provided a hitherto unknown level of transparency.

DAVID & ROSEMARY OWEN, OXTON

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