Martin wilcocks
Award winning wealth manager
An independent private office providing financial advice, investment management & tax efficient estate succession solutions. Reserve a virtual seat at Martin’s next online presentation
About Martin
Martin Wilcocks is an esteemed adviser and bestselling author, with over three decades in banking and wealth management. Recognised by publications such as The Times, The Telegraph, and The Mail on Sunday, Martin ranks among an elite tier of advisers in the UK. Following a distinguished 14-year tenure at Barclays, he established his independent private office in 2003. Leveraging Nobel prize-winning research, EVEST™ delivers investment advice supported by institutional-grade funds typically unavailable to retail investors. A detailed review of current pensions and investments is provided to new potential clients with both a narrative and visual analysis…
Number of Years in Banking & Wealth Management
0
Families & Individual Private Clients Onboarded
0
In Estate Assets & Funds Under Management
£
0
m
Learn more
Martin specialises in assisting business owners, entrepreneurs and executives with retirement and investment planning, employing his acclaimed CLEARER™ framework through the twilight years. Passionate about his holistic and realistic approach to planning your future, Martin’s unique way of working is backed by decades of experience. It’s honest, simple and forward-thinking
testimonials
... IT TOOK ME ONE PHONE CALL TO BE CONVINCED THAT MARTIN WAS THE RIGHT CHOICE. MY PENSION DRAWDOWN ARRANGEMENT HAS BEEN EFFICIENTLY EXECUTED AND WITH MINIMUM FUSS. I CANNOT PRAISE MARTIN HIGHLY ENOUGH. MARY HAS ALSO BEEN FIRST CLASS IN EVERY DETAIL. SUPERB FAMILY SERVICE FOR ANYONE NEEDING FINANCIAL AND LIFESTYLE PLANNING
... I FIrST MET MARTIN MANY YEARS AGO WHEN HE WORKED FOR BARCLAYS SO WHEN HE SET UP ON HIS OWN AND WE NEEDED ADVICE WE RECONNECTED. MARTIN & ROB’S SUPPORT OVER THE YEARS HAS BEEN IMMENSE. I HAVE PEACE OF MIND, A FINANCIAL PLAN THAT I UNDERSTAND AND QUITE HONESTLY I DON’T KNOW WHAT I WOULD HAVE DONE WITHOUT THEM. THEY ASK YOU WHAT YOU WANT OUT OF LIFE AND THEY HELP YOU DEAL WITH YOUR MONEY SO YOU CAN ACHIEVE WHAT YOU WANT TO ACHIEVE. THEY ARE NOT TRYING TO MAKE MONEY QUICKLY, THEY ARE TRYING TO BE SENSIBLE AND GIVE YOU AN INCOME THAT YOU CAN BE HAPPY WITH AND FAIRLY SURE OF. WE KNOW EACH OTHER SO WELL AND I CAN ASK THEM ANYTHING AT ANY TIME AND I TRUST WHAT THEY SAY
... HAVING RECOGNISED I NEEDED THE HELP OF AN INDEPENDENT FINANCIAL ADVISOR, I SET ABOUT A COMPREHENSIVE SEARCH FOR SOMEONE AND THAT SEARCH EVENTUALLY LED ME TO CHOOSE MARTIN WILCOCKS. FOLLOWING AN INITIAL MEETING I PROBABLY BECAME ONE OF HIS HARDEST CHALLENGES TO WIN OVER DUE TO SEVERAL COMPLEX PENSION ISSUES. HE PROVIDED AN OUTLINE PLAN ON HOW BEST TO RESOLVE MY SITUATION AND THATS ULTIMATELY WHAT HE DID. ONE OF MY OTHER REASONS FOR CHOOSING MARTIN WAS DOWN TO IT BEING HIS OWN FAMILY BUSINESS AND WHEN UTILISED EFFECTIVELY, I BELIEVE THE POWER OF A FAMILY WORKING TOGETHER TO MEET INDIVIDUAL CUSTOMERS NEEDS CANNOT BE BEATEN AND THIS HAS BEEN PROVEN TO BE THE CASE. MARTIN AND HIS TEAM TEAM HAVE EXCEEDED MY EXPECTATIONS WITH SERVICE AS WELL AS MEETING THE FINANCIAL RETURNS I EXPECTED WHICH IN THESE UNCERTAIN TIMES IS NOT AN EASY TASK. MY DECISION TO GO WITH THEM HAS PROVEN TO BE THE RIGHT ONE AND I LOOK FORWARD TO WORKING WITH THE FAMILY THROUGHOUT MY RETIREMENT YEARS
... I HAD BEEN SPEAKING WITH A NUMBER OF PEOPLE ON WAYS TO INVEST IN VALUE STOCKS THAT HAD LOTS OF HEADWAY FOR GROWTH BUT I WAS BEING ENCOURAGED TO MAKE IT MY FULL TIME GIG TO UNDERSTAND HOW TO VALUE COMPANIES, INVEST INTO THEM AND THEN MONITOR THEM, AND I WASN’T SURE I HAD THE TIME OR INCLINATION. I FOUND MARTIN AND STRAIGHT AWAY WHAT HE WAS SAYING MADE COMPLETE SENSE TO ME. INSTEAD OF TRYING TO WORK OUT WHICH VALUE COMPANIES WHERE THE ONES TO WATCH HE SHOWED ME HOW BUYING ALL OF THEM WITHIN HIS FUND DID THE JOB AND BANKED THE RETURNS I WAS LOOKING FOR. WE ALSO GOT INTO INVESTING INTO SMALLER COMPANIES AND I NOW HAVE A PORTFOLIO THAT INVESTS USING TONS OF EVIDENCE, IT FEELS RIGHT AND MAKES SENSE TO ME. HE STARTED TO DIG DEEPER TALKING ABOUT LIFE IN GENERAL AND HE WAS REALLY INTERESTED IN WHAT I WAS LOOKING TO ACHIEVE IN THE WIDER SENSE AND THE PENNY SOON STARTED TO DROP THAT HAVING HIM AS MY WINGMAN WAS GOING TO BE REALLY USEFUL
... PRIOR TO MEETING MARTIN WILCOCKS I HAD VERY LITTLE FAITH IN FINANCIAL ADVISERS DUE TO PREVIOUS EXPERIENCES. MARTIN IS HONEST AND TRANSPARENT AND HE HAS RESTORED MY FAITH
... I WAS LOOKING TO WORK WITH A TRUSTWORTHY AND
KNOWLEDGEABLE FINANCIAL ADVISER WHO WAS CAPABLE OF DEALING WITH OUR CLIENTS. MARTIN TICKS THE BOXES ON BOTH COUNTS,COUPLED WITH A HIGH DEGREE OF PROFESSIONALISM AND INTEGRITY
... I WAS LOOKING FOR A MORE PERSONALISED ADVICE SERVICE. I FELT LIKE ANOTHER NUMBER TO MY LAST ADVISER AND I WAS INITIALLY HESITANT ABOUT MOVING FROM A LARGER INVESTMENT FIRM TO MARTIN'S SMALLER FAMILY OFFICE AND I SET OUT MY CONCERNS IN A NOTE TO HIM. MARTIN HAS DELIVERED ON BOTH A PROFESSIONAL AND PERSONAL RELATIONSHIP LEVEL AND FROM OUR DISCUSSIONS AND MEETINGS I EXPECTED NOTHING LESS FROM HIM. I'D HAD A FEW BAD EXPERIENCES BEFORE MEETING MARTIN BUT WHAT HAS BECOME EVIDENT IS HE RUNS A VERY PROFESSIONAL FAMILY TEAM WITH HIGH STANDARDS AND HAVING MADE THE MOVE I FEEL THE RIGHT DECISION WAS DEFINITELY MADE
... I WAS BASED IN THE UAE AND HAD MET LOTS OF ADVISORS OVER THERE BUT IT NEVER FELT COMFORTABLE. I SEARCHED FOR AN ADVISER IN THE UK, CAME ACROSS MARTIN AND SAW A LOT OF POSITIVE REVIEWS. I CONTACTED HIM AND SOON DECIDED HE WAS THE PERSON I SHOULD SPEAK TO FURTHER. WE HAD A COUPLE OF VIDEO CALLS AND I WENT TO MEET HIM ON ONE OF MY TRIPS BACK AND FELT VERY COMFORTABLE WITH SOME STRAIGHTFORWARD ADVICE AND EXPLANATIONS, NO BIG CLAIMS AND A FLEXIBLE APPROACH. I'M VERY SATISFIED WITH MARTIN'S PERSONAL TOUCH AND THE SUPPORT FROM HIS TEAM
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BULLETPROOF RETIREMENT
Live your dreams, avoid excess fees and secure your legacy
From endowment mis-selling and the global financial crisis to pension transfer and PPI scandals, UK financial services often exploit customers rather than serve them. Our pensions and investments are also under attack – high-cost financial advisers, glossy financial networks, and ineffective expensive investment managers are taking excess fees, that we estimate to be in the region of £64 billion annually, from our portfolios. In addressing these challenges, “Bulletproof Retirement” became an Amazon #1 Best Seller
Team work makes the dream work
Mary Wilcocks
EXECUTIVE ASSISTANT
I take care of the day to day contact and management of our client accounts. I spend a lot of my time on our Transact investment platform tinkering with the administration that goes on behind the scene. I also spend my time talking to our clients about their ongoing needs. Whilst Martin provides the actual financial and investment advice its important he has help to ensure he isn’t run off his feet handling the nitty gritty and thats my role – to support him and our clients, acting as a bridge between them.
Martin Wilcocks
HEAD HONCHO
I spend all of my time working on our service proposition, fine-tuning it, improving it and tweaking it to make it as incredible as I possibly can for the growing numbers of families that we look after. I have been building my service out for decades and whilst there are many different bits and pieces inside and outside of the red tape and regulation for me to handle at the end of the day everything I do points back to making what we do for you valuable and worth many times more than what you pay us.
Tahnee Macfarlane
GATE KEEPER
I make sure Martin only speaks with people he should be speaking with. I handle an influx of enquiries that land on a daily basis asking him to look at various proposals from fund management companies promoting their investments, requests for basic transactional work and invites to participate in charities and other such malarkey. We have a set investing model that is unshakeable, work exclusively for our portfolio of client families and as an Ambassador for Save the Children we have that covered too.
Benjamin Fabi
CHARTERED FINANCIAL PLANNER
I’m the cleverest person in the Wilcocks empire, unsurpassed. There is no detailed investment, pension or estate planning need that I cannot handle swiftly, efficiently and with unwavering quality for the Wilcocks portfolio. I’m very proud to have obtained the CFP® qualification, having rolled off countless exams over time. In my opinion, you will struggle to find anybody who is more technically proficient than I am. It is true to say that the Wilcocks stable are very lucky to have me supporting them.
Tim Dan James & Ben
INVESTMENT COMMITTEE
Left to right; Tim Hale, Dan Tutchings, James Baker and Ben Edwards are Albion Strategic Consulting who we have engaged and who act as our insourced investment committee. They are chartered financial analysts, oversee our evidence based investment model and provide a supportive sounding board.
Sophie Hughes
OFFICE SUPPORT
Hi I’m Sophie and if you call us, it will typically be me that you speak with in the first instance. I will always try to answer your call quickly and make sure you’re passed on to whoever you should be speaking with. I can answer simple questions, take basic enquiries and draft a note to pass on to the team to speed up the whole process of getting whatever it is you need done.
The latest Investment Association report shows £9.4 trillion* invested in our pensions, ISAs and investments,...
A lot has been written on the subject matter over recent times and my own view, although this should...
I was recently approached by a couple of guys who wanted to introduce pension clients to me. Every month....