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Wilcocks & Wilcocks

Wilcocks & Wilcocks

4.8(25 reviews)See reviews ↓·Liverpool

About the company

Wilcocks & Wilcocks is a financial advisory firm founded in 2003 by Martin Wilcocks, who has over three decades of experience in banking and wealth management. The firm is a trading style of Wilcocks & Associates Ltd and is authorised by the Financial Conduct Authority (FCA). It opened a second office in London in 2010. Over 20 years, it has assisted 323 clients, families and investors.

The firm specialises in helping people approaching or transitioning into retirement. It runs an evidence-based investing strategy. Services include personalised financial, investment and estate management. Martin Wilcocks is an Amazon bestselling author of 'Bulletproof Retirement'.

What customers say

Based on genuine customer reviews

Retirement planning and pension consolidation sit at the heart of what customers of this financial advisory practice value most, and Martin Wilcocks is named time and again for the depth of his knowledge in both areas. Advice is shaped around each client's own situation, with questions answered quickly by email or telephone, and the confidence that comes from knowing someone reliable is keeping an eye on investments is a theme running through the feedback. Mary is singled out as an excellent organiser behind the scenes.

Reviewers repeatedly mention the pulling together of several pension pots onto a solid investment platform, the widening of product ranges over time and growth in portfolio value that follows. Drawdown and income planning in retirement also feature, as does guidance on pensions and trusts. One account describes a QROPS that had been stranded in Gibraltar and was eventually brought back to the UK, and another refers to an ISA arrangement that solicitors had thought unlikely to be approved. Clarity, honesty and patience with those new to investing appear throughout, with the same ethical and genuinely helpful manner noted by clients who have stayed for years.

Reviews

Reviews are taken from publicly available sources.

O
oneilldiamond125 May 2026

Martin has always provided reassurance and advice any time I need to contact him. It’s a great comfort to know that there is someone helping me to look after my financial affairs

77
7 715 May 2026

My experience of Wilcocks & Wilcocks has been extremely positive. I did an extensive research and due diligence on a number of pension providers and found them, especially Martin to be extremely knowledgeable and very quick to respond to my many questions. His expertise and advice has been incredibly useful particularly around pensions and trusts. I would have no hesitation in recommending Wilcox & Wilcox. If you are unsure my advice would be to pick up the phone and speak to Martin.

BW
Bernard Woods15 May 2026

I always had suspicions abouts the costs and quality of my company pension scheme and just let it roll because i was busy. Reading Martins Book "Bulletproof Retirement" seemed to confirm my suspicions. After a lot of careful and nervous consideration and also checking Martins "You Tube" videos, i decided to speak to Martin Himself and concluded i needed to make the switch. Although still Nervy to me at the time, It was seamless and easy to do. The reduced fees alone means more of my money is working for me and Martins hands on easy approach is worlds away from what I was used to. Should have done it years ago. Read The Book- Contact Martin, It costs nothing and if you are in the position I was in you will not regret it. Costs nothing to find out. Bernie Woods

PM
Phil Myles12 May 2026

The advice received is tailored very specifically to our situation and we receive a personal service from Martin which is readily provided through email and phone calls, however we prefer. I feel our investments are in good hands and we have widened our product range over time with sound and well explained advice and our portfolio value growth backs that up that.

RD
Richard de Knegt (Rikkert)11 May 2026

Have been with Martin Wilcocks for 6 years now and very happy with the performance of my portfolio. Everything is very open, nothing hidden and easy to follow online. He has been invaluable in pointing me in the right direction when selling a property. Absolutely recommended!

SD
Stephen Downes10 May 2026

I can recommend W&W without reservation. Financial advice and communication are first class. Martin really does go out of his way to offer support, even making himself available at weekends if necessary, and Mary is an excellent organiser.

RA
Richard Azurdia9 May 2026

Highly recommend Martin Wilcocks @ Wilcocks & Wilcocks. He’s an excellent financial adviser offering wealth management and retirement planning. He’s very professional and personable - highly recommended.

Financial advisers in Liverpool compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Liverpool are compared.

RankProviderRatingReviewsOpen Sat.
1J.A. Financial Planning Ltd★ 5,066No
2Hanson Financial Services★ 5,048No
3First Equitable★ 5,037No
4AJ Barnes Financial Planning Ltd★ 5,031No
5Her Financial Planning I Financial Adviser for Women★ 5,019No
11Wilcocks & Wilcocks (this page)★ 4,825Yes
Contact
+443452004041wilcocksandwilcocks.co.ukExchange Flags, Liverpool L2 3PF
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
Saturday10:00–16:00
Sunday10:00–16:00