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Robert Wilcocks
Financial Life Management I Pension & Investment I Big Picture Financial Planning I Inheritance Tax Advice I Trusts
Professional Background
Robert Wilcocks is a distinguished wealth manager and financial advisor, currently serving as a Director at Wilcocks & Wilcocks, a family-owned financial firm he co-founded with his brother in 2005. With over ten years of direct involvement at the firm and a background that extends back to the late 90s, Robert has been pivotal in shaping a unique approach to financial management that is evidence-based and client-centered. Prior to establishing Wilcocks & Wilcocks, Robert began his career in finance at Barclays, where he worked closely with his family, gaining invaluable insights into investment management and wealth advisory.
Within Wilcocks & Wilcocks, Robert focuses on providing a comprehensive suite of services to individuals and families, including wealth management, retirement planning, and tax-efficient strategies. His commitment to delivering unbiased financial advice tailored to each client's goals and values has earned the firm a reputation for excellence and integrity in the industry. Through a combination of clever diversification and smart allocation, Robert and his team strive to achieve higher returns than the market average while ensuring a smoother investing experience for their clients.
Education and Achievements
Robert's academic background includes a BA (Hons) in History from The University of Manchester. While his degree may not be directly related to finance, it has equipped him with critical thinking skills and a passion for research—qualities that serve him and his clients well in the financial services industry. Robert's dedication to continuous learning and application of academic principles in financial planning is a testament to his drive for excellence and his commitment to empirical research.
As an advisor, Robert is known for applying principles from financial science and extensive empirical research to develop globally diversified portfolios that meet the specific needs of his clients. His dedication to the field of wealth management and investment strategies underscores his belief in providing services that go beyond mere financial advice. Under his leadership and expertise, Wilcocks & Wilcocks has built long-term relationships with respected academic professionals in finance, enhancing their investment strategies and portfolio management practices.
Notable Achievements
Robert's journey as a financial advisor began at Barclays, where he cultivated his understanding of financial markets. He later transitioned to Wilcocks & Wilcocks, where he has become an influential voice in the realm of investment management. One of the notable features of Robert's approach to client engagement is his focus on the concept of 'Return on Life' (ROL) alongside 'Return on Investment' (ROI). This holistic understanding helps clients navigate financial decisions that impact their overall happiness and fulfillment, making it clear that Robert and his firm prioritize their clients’ quality of life as much as their financial outcomes.
Moreover, Robert and his team have established a reputation for delivering higher-than-average returns through an evidence-based investment strategy, which has been supported by over six decades of peer-reviewed research. Their innovative approach not only aids in growing clients' wealth but also ensures that the investment journey is done with careful consideration of each individual’s life goals and values.
Wilcocks & Wilcocks has also distinguished itself by offering a range of services that address multigenerational wealth transfer, business and succession planning, and charitable gifting, demonstrating a well-rounded understanding of client needs across various life stages.
With Robert's leadership, Wilcocks & Wilcocks stands out as a financial firm rooted in family values, integrity, and expertise, making them a trusted partner for clients who are seeking informed financial advice and personalized wealth management solutions.
