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Robert Wilcocks, Life & Wealth Planner to Entrepreneurs and Senior Exec's, LifeTalk

Robert Wilcocks

Life & Wealth Planner to Entrepreneurs and Senior Exec's at LifeTalk

London, United Kingdom

About Me

I'm Rob Wilcocks, a Wealth Manager, and Co-founder of family wealth business, Wilcocks & Wilcocks. 

I am also a Registered Life Planner with a passion for empowering people to make better decisions with their wealth and in their life. The two are linked but many put the former before the latter, and it's the wrong way around!

So, I help busy entrepreneurs, senior executives and wealthy families with one eye on a sale, or retirement, or inheritance planning, to plan ahead and take control of their life, retirement, and legacy goals.

We typically find we can add 1.5% net gain per year to new client’s investment portfolios. To give this some context, at conservative rates on a 30-year retirement timeframe, this adds an extra £2.5m on every 1million invested compared to our average competitor. 

I’ve also been featured in the Times and Telegraph as a top Independent Wealth Manager.

I’m currently working with 25 families and owner-managers of SMEs using my trademark CLEARER process which is about listening first, planning second, and investing third. CLEARER makes clients financially bulletproof, so they have more time and peace of mind to get on with the job of running their businesses and living a great life. 

I have space for 25 more families in my client portfolio and I am more than happy to have a coffee with you to see if I can help. 

Our mission is to be known as the number one firm of Wealth Managers in the UK for entrepreneurs and wealthy families.

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