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.

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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.

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 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.