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0800 0199 747

01646 650 004

robert@willcoxfinancial.co.uk

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Welcome to

Willcox Financial

 

Wealth Management specialists offering independent financial advice to individuals and corporate clients focusing on Investment planning, Retirement planning, Inheritance tax advice, Group Pensions and Employee Benefits.

 

We offer our clients a bespoke personal service

 

 

 

 

 

 

WEALTH MANAGEMENT

 

We provide the following wealth Management services, Investment Planning, Retirement planning, and Business and Corporate planning.

 

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ADVICE PROCESS

 

We provide a comprehensive advice process which ensures you receive the advice most suitable for your personal or business circumstances.

 

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NON-INVESTMENT SERVICES

 

In addition to and in many cases to complement our investment services we also provide advice on Mortgages and Equity Release

 

 

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PERSONAL CLIENT SERVICES

 

We offer clients a bespoke personal service in managing their wealth, our aim is to help clients realise more of their financial goals by using our services. This can be achieved through our relationships with key research and investment partners carefully selected with assistance from our network of choice 'Sense Network Ltd' .

 

These include, 'Square Mile Investment Services', 'Selectapension' and the Sense network investment committee. We develop long-term relationships with clients, founded on treating customers fairly, trust and ensuring all advise is specially tailored to individual needs and goals. Through the 'Sense' network we have a close and open relationship with the Financial Conduct Authority, who's aims match our own in ensuring clients best interests are our primary concern.

 

CORPORATE CLIENT SERVICES

 

We assist a number of companies throughout the UK in providing their group pension offering to employees and other company benefits, such as Private Medical insurance and Life Cover.

 

We work closely with HR Departments, to help deliver employee benefits to their staff, which in turn helps to retain quality and key staff.

 

The value of investments can go down as well as up and you may receive back less than you originally invested.

Registered in England and Wales: 4170932

 

Registered Address:

The Pinnacle, 25 Sageston Fields, Sageston, Tenby, SA70 8TQ

 

Tel: 0800 0199 747  /  01646 650 004     Email: robert@willcoxfinancial.co.uk

Financial Conduct Authority

Click here to see our FCA register.

Willcox Financial Limited is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.

This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice

 

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