I am a joint founder and director of Wilcocks & Wilcocks, a new breed of Financial Planning and Estate Planning firm that tells the Truth about money! We are on a mission to change the face of the financial services industry, historically blighted by a succession of poor consumer outcomes resulting in fines, mostly for large institutions like banks and large asset managers who sell products and complex investments as opposed to serving their clients. We don't have a sales culture - we have a 'serve culture'. We are recognisable as a genuine, reputable firm of advisers that deliver valued outcomes for our clients...and have lots of fun along the way!

We aim to be the best at what we do - delivering value for our clients, so they appreciate us, and vice versa.

If you are a business owner/entrepreneur, or successful executive, why not challenge us to show you the value we deliver. We won’t charge you anything if you don’t think we add any value..!