A 7 step wealth management program
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.
Who’s it for?
We work with entrepreneurs who have one eye on a sale or their retirement. New clients typically come with either a pension or tax question. After digging deeper, they want and need expert help understanding how it’s all going to play out in retirement. We call this your Big Picture.
How we help
We start with a Clarity Session that helps us to understand who you are, why money is important to you, and what you are looking to achieve in the short, medium and long-term. We follow up with a LifePlan session where we craft your bespoke financial life plan that marries your goals and values to your money. We can then give tailored financial advice as we move into the implementation stages of CLEARER, including E-Vesting, Allowances & Tax, and Estate Planning. Finally, we meet at least once a year to reinforce and review your financial position including your investments and most importantly plan ahead. We are there for you every step of the way to help you stay on course and achieve your goals.
Why we are different
We promise to listen first, plan second and advise third. We work at the intersection of Lifestyle Financial Planning and Investing, where we help busy entrepreneurs who simply don’t have the time, inclination or the expertise to manage their own wealth effectively over the long-term.
With investing, we are grounded in science and evidence, employing clever portfolio design, clever diversification, and clever management of costs to get you the return on investment you deserve. We can show you how we can protect and grow your wealth better than most. And with investments that work, and without taking excessive risk, you can spend more time on the things that matter most in your life, with less or no worry.
Why should you trust us?
Our Co-Founders Martin and Robert have both been voted in the top 1% of financial advisers in the UK in 2015 and 2016 and they have been featured in The Times, The Telegraph, The Mail on Sunday and they have featured in BBC debates on financial planning and estate protection.
We are a family business that cares about it’s clients, and we are here to help you to plan, invest and live better.