Wilcocks & Associates

At Wilcocks & Wilcocks, we're dedicated to helping individuals and families achieve their financial goals and secure their legacy. Our team of expert financial advisers takes a holistic approach to wealth management, combining evidence-based investment management, estate and succession planning, and life and financial planning to create a bespoke financial plan tailored to each client's unique needs and goals.

Our Story

We believe that financial planning should be transparent, unbiased, and designed to benefit our clients, not just the financial institutions. Our founders, Martin Wilcocks, were driven by a passion to challenge the status quo of the financial services industry, where high fees, lack of transparency, and conflicts of interest were commonplace. We're committed to providing a refreshing alternative, where our clients' best interests come first.

Our Services

Our comprehensive range of services is designed to support individuals and families at various stages of their financial journey. From building wealth to planning for retirement, we offer expert guidance and tailored solutions to help our clients achieve their goals. Our services include:

• Estate and Succession Planning: We help our clients protect and preserve their wealth for future generations.
• Evidence-Based Investment Management: Our investment approach is grounded in academic research and designed to deliver long-term returns while minimising risk.
• Life and Financial Planning: We work closely with our clients to understand their goals, values, and aspirations, creating a personalised plan that aligns with their unique circumstances.

Meet Our Clients

We're proud of the relationships we've built with our clients, who trust us to guide them through life's most important financial decisions. From Hillary Walker, the adventurous retiree, to Andy Perry, the entrepreneurial spirit, and Mary Elson, the cautious saver, our clients are the heart of our business. We're committed to delivering exceptional service, expert guidance, and bespoke solutions that help them achieve their financial aspirations.

Our Philosophy

We believe that financial planning should be transparent, unbiased, and designed to benefit our clients, not just the financial institutions. We're dedicated to providing a refreshing alternative, where our clients' best interests come first. We believe in empowering our clients with knowledge, providing them with the tools and insights they need to make informed decisions about their financial futures.