Who we are

Wilcocks & Associates was first established in 2005 by Martin Wilcocks following a 14 year career with Barclays Bank, laterally with Barclays Private Clients. Martins Private Client role involved providing bank management and advanced financial planning solutions to a portfolio of high net worth clients.

Two years before the business started Martin was thinking about what some of his Clients had been saying to him, that was that they found it difficult to find the time to manage the bank relationship with him and then replicate the process with lawyers, tax advisers and other professional advisers. Martin had an idea to set up a boutique practice that would cater for all needs under one roof. It was this spark that gave birth to the company that supports over 300 clients today.

Following a corporate reshuffle in 2011 our key personnel and shareholders had over 100 years of collective banking, legal, accountancy, pr & marketing and financial services experience. We are highly qualified professionals, offering specialist advice within eight areas of business.

Our qualifications surpass industry standards and within areas of regulated advice will continue to be fully certified in line with industry requirements. Our clients understand our ethos, which is to help them fulfill their own potential.  Our teams, support staff and management all work towards common goals, ensuring that everybody in the business has an interest in it and are committed to its success.  

 

 

Martin Wilcocks      Tahnee Macfarlane        Roy Kenny       Andrew Saunders       Linda Curley        Robert Wilcocks

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