We offer an innovative, unique, and truly effective reward, benefit and advice offering. We believe that our financial services expertise and experience sets us apart from our competitors in the HR, reward, and employee benefits markets.

We know that many corporate clients want to reciprocal high-level contacts within their advisers. So this is exactly what we provide. Each corporate client has access to a senior W&A employee (either a Partner or Director). Senior and executive level employees also have access to our Platinum Service. This includes bespoke investment advice, which can include goals based investment portfolios, risk-managed on a daily basis. This can be administered within our excellent valued SIPPs which start from as little as £99 per year, and no initial fund charges, which can save up to £5,500 for every £100,000 invested, or as a separate part of a larger group scheme or SSAS.

Our financial advisers engage private and corporate client’s on a face-face basis every day, providing trusted and valued financial advice and guidance. As we continually ask for feedback from our clients to improve our service and offering, we are able to continually improve and add extra value.  

Our clients tell us that they value an adviser who:

• Builds a deep understanding of their goals, both personal and financial

• Provides guidance on how best to achieve their objectives

• Educates and informs to facilitate better decision-making

• Provides a clear and transparent product and fee structure

• Aligns their incentives with the success of their clients Experience tells us this level of service and expertise is what people truly value.

This is the process that we follow at Wilcocks & Associates. And thus our investment experience helps us to improve our offering to our corporate customers and in turn their employees.

There are three levels of corporate financial advice that we offer:

Platinum – a full financial planning service for directors and executives. This includes bespoke portfolio design and management, share option planning, inheritance tax planning, and offshore property and pensions.

Gold – employees receive financial advice which includes a goals based asset allocation strategy and therefore an investment portfolio which is risk managed with those life goals in mind.

Silver – employees receive the option of one of 3 investment funds to choose from with guidance and explanations of the funds provided to employees. This is often suitable for larger schemes.

awards