Welcome to Wilcox Financial Planning Ltd

Wilcox Financial Planning Ltd offers independent financial advice and specialises in the management of investment portfolios and pensions as well as providing mortgage and protection advice.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients wealth and sense of well-being.We cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

We utilise market leading technology, which enables us to meet all of our clients financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations which are totally in our clients interests – not someone else’s.
We are committed top building long term relationships with our clients as we aim to provide our clients with advice and mentoring throughout their lifetimes. Our business is designed to evolve primarily through the recommendations of satisfied clients.