An Associate Partner Practice of St. James's Place Wealth Management

Willcox Wealth Management Ltd

Joe Willcox

DipPFS
I believe that the key to great financial planning is to truly understand my client’s objectives in order to build a long term strategy involving tax efficient investment planning and savings.

About

At Willcox Wealth Management, we are enthusiastic about our clients’ financial planning and believe it is important to understand the ‘bigger picture’ in order to provide a unique and distinct level of professional advice that helps clients achieve their financial goals.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. From experience, no client is the same and therefore ensure that we understand your personal objectives and deliver solutions that are right for you and your family.

I joined St. James's Place Wealth Management in 2014, initially I joined to manage and grow an existing Practice before moving into an advisory capacity in 2016. I place great emphasis on maintaining long term professional relationships with my clients and aim to provide them with a source of trusted advice as their financial needs evolve over the years.

I have extensive practical and technical experience implementing wealth management solutions and delivering peace of mind for all of my clients. I have a strong client base, due in part, to the insight and understanding of each of their specific financial requirements and by offering a personal and highly principled service.

My approach is consultancy based and focuses thoroughly on understanding my clients’ financial planning objectives, frequently using ‘modelling tools’. My aim is to deliver distinct solutions in the most comprehensive and professional manner at all times.

I spend my time between the City and my home in the small village of Hatfield Broad Oak where I can often be found miserably failing at DIY.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Willcox Wealth Management Ltd is registered in England and Wales, Number 11812117. Registered Office: 13 Northumbria Walk, Newcastle Upon Tyne, NE5 2RP.