Robert Wilcocks
Partner
Rob Wilcocks is an Estate Planner and a Partner at Buckingham Gate Estate Planning.
With a host of qualifications and a personal touch, Rob’s approach goes beyond mere strategy. He helps weave lasting legacies that resonate with his clients’ values. Whatever you have in mind for the future to leave for your loved ones or maybe a charity or organisation you’re passionate about, this will be at the heart of your estate planning strategy.
Understandably, most of us don’t like to think about what will happen when we’re no longer here. However, Rob thinks it really is crucial to start making an estate plan as early as possible.
Rob is a founder of Wilcocks & Wilcocks Financial Planning meaning all matters of investment and financial planning can be addressed too. Should you wish or need to work with Rob in these areas, a separate client agreement and terms of business will be provided.
Rob’s life with his partner Ellen and daughter Sienna, spanning London, Spain, and the UAE, reflects his belief in living fully. His professional dedication to protecting estates from taxes complements his personal pursuit of cultural experiences, gastronomy, and golf, underscoring his philosophy that a rich life is the most valuable investment.
Rob’s Qualifications Advanced
- Financial Planning Level 6 –
- CISI DipFA
- CEFA
- CeMAP
- RLP Coach
(Registered Life Planner w/Kinder Institute) - BA (Hons) History, Second class, Manchester
Rob’s Awards
Top 250 independent financial planner x4 W&W Top 100 Financial Planning Firm x1
Client Experience
- Entrepreneurs – Preparing to sell / post sell Internationally Mobile Families
- Senior Executives Retirement Planning Property & Commercial Finance
- Memberships & Fellowships
- EO / YPO London & Dubai
- Chartered Institute of Securities and Investment (CISI, UK)
- The Company of Entrepreneurs, City of London