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Wilcocks & Wilcocks

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Wilcocks & Wilcocks: Comprehensive Company Report



Company Overview



  • Name: Wilcocks & Wilcocks

  • Mission: To help clients plan, protect, and grow their capital with a focus on personalized financial services.

  • Founded By: No information is available.

  • Key People:

  • Martin Wilcocks, Director. An award-winning Wealth Manager featured in major UK publications and recognized as a top-tier financial advisor in the UK.

  • Robert Wilcocks, Director. A renowned financial adviser known for modern financial planning approaches.

  • Headquarters: Liverpool, England, with offices also in London.

  • Number of Employees: No information is available.

  • Revenue: No information is available.

  • Known For: Specializes in wealth management, providing evidence-based investment management, estate and succession planning, and life and financial planning services.


Products



Product and Service Offerings



1. Estate & Succession Planning


  • Description: Legal and financial advisory services that ensure the smooth transition of wealth and estates to beneficiaries.

  • Key Features:

  • Personalized estate planning to safeguard wealth for future generations.

  • Assistance with trust formation and estate taxes.


2. Evidence-Based Investment Management


  • Description: Investment strategies informed by rigorous research and evidence.

  • Key Features:

  • Utilizes Nobel prize-winning research.

  • Focuses on long-term returns and minimizing unnecessary costs.

  • Investment solutions linked to clients' life goals.


3. Life & Financial Planning


  • Description: Comprehensive planning services aimed at helping clients achieve specific financial objectives.

  • Key Features:

  • Tailored financial plans that integrate investment, retirement, and estate strategies.

  • Advisory services focused on achieving client's desired lifestyle.


Recent Developments



  • New Products Launched: No new specific products mentioned in the available information.

  • New Features Added: No recent product feature additions noted.

  • Partnerships and Collaborations: No information is available regarding new partnerships.


Conclusion



Wilcocks & Wilcocks stands as a trusted wealth management firm, dedicated to client-centered solutions devoid of the inherent biases found in larger financial institutions. While limited quantitative financial data is available, the company's focus remains clear: ensuring clients reach their financial aspirations through expert guidance and evidence-based investment practices.