Video Testimonials

Clients of award-winning Financial Adviser Martin Wilcocks ...


Real people, sharing the real value they have received from Martin ...

Martin has supported us for over 10 years. He is the consummate professional who has always delivered, on behalf of myself and my business partner Joe Dwek CBE.
— Roy Kenny, Managing Director, VVHC Ltd

Martin is a breath of fresh air, explains things properly and his advice has been first class.
— Ross Baigent, Founder & Director, Cataclean Global
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Martin provided me with my own SIPP and gave very good advice on how to fund it through my company to save Corporation Tax. I got more than what I expected.
— Adam Mullin, Managing Director, Solutions In Service

Martin protected the shareholdings in our business so that on death the monetary value of the shares pass to our families, whilst the actual shares stay in the business.
— Graham Withe, Founder, Webtise Group

Martin is exceptionally accurate in everything that he says and does, I cannot find fault whatsoever with his advice and I trust him absolutely in his judgement.
— Andrew Thompson FCA, Chartered Accountant, Kenilworth Associates

We would like to thank Martin for the financial plan that we continue to work on with him, as it allows us to look ahead into the future and understand how things will work out.
— Nigel Lacey, Castle Clothing
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We know exactly how much money we need to build within our financial plan to achieve our future goals.
— Collin Doran, Managing Partner, Solutions in Service Ltd
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Martin created a plan that allowed me to buy my Ferrari FF, and achieve a lifelong ambition to take part in the Gumball 3000 Rally, driving over 2000 miles from Riga to Mykonos in 2017.
— Craig Blackwell, Managing Director, Prospect Capital
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We insured our business shareholdings through Martin, and we have a trust between us, that allows the four of us who own and run the company, to buy each other’s shares on death, or illness, which is very important for the company to keep control, but also for our families, who receive the value of each shareholding as a lump sum.
— Steve Dunn, Managing Director, Bespoke Furniture Cheshire Ltd
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If anything happens to either Jon or me, Tag would struggle to make its profits. Thats why we arranged a key person plan that gives us 2 years profit as a cash sum if we are ill, or if the worst happens. We’ve also covered the shares and our directors loan account. Working with Martin has been a great move for us.
— Jeff Arnold, Director, Tag Scaffolding
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Our shares pass back into the company, whilst our wives Emma and Sarah get the cash value for them, if Adam or me die. It’s not something you think about, but to increase the value of the business these things need sorting.
— Collin Doran, Managing Partner, Solutions in Service Ltd
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We moved our property into a lifetime trust to protect it for our Children and future generations.
— Paul Gledhill
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Having gone through the estate exercise we have a clear plan appointing Guardians for our young Children so if anything happens we know they are taken care of by people we trust.
— James Quilty, Director, Kelsall Service Station Ltd
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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 in Financial Advisers.
— Mark Foster, Managing Partner, Fosters Lawyers
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Martin tidied up our old estate plan giving us redrafted wills taking account of the business in the background and he consolidated our pensions at the same time. I can’t recommend him highly enough.
— Chris Moss, Managing Director, Intashell Ltd
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I have known Martin since 2000 when he was my Bank Manager. He is a very good and straight-talking Financial Adviser who has never let me down.
— Frank Brennan, Director, Safety Lane Ltd

I was looking to work with a trustworthy and knowledgeable Financial Advisor, capable of dealing with our clients. Martin ticks the boxes on both counts, coupled with a high degree of professionalism and integrity.
— Paul White, Managing Director, APH Accountants Ltd

Martin is very thorough and professional. I like the fact that the focus always seems to be on delivery for clients.
— Mark Dunn, Head of Discretionary Sales, Franklin Templeton Investments

I had old pension plans that I hadn’t looked at for some time. Martin put them into a new sipp pension for me and I’m now in control with online access and I am pleased with the results.
— Mark Malone, Liverpool

Martin handles an investment I made for me. I am very happy and value Martin’s advice.
— Robert Issler, Risons Estates Ltd

I felt confident that my finances were in good hands and that Martin and Rob would help with any worries I might have, which indeed they have.
— Mary Elson, Higher Penley

I suggest Martin’s services to people I know. He is always thinking ahead and he encourages me to think big.
— James Quilty, Managing Director, Kelsall Services Ltd

Martin gave me sound and simple investment advice that made sense and within my financial plan we have also worked out when I can retire and buy my sailing boat.
— Stephen Lacey, Loughborough
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Martin is a competent financial adviser who stands out from the crowd.
— Michael Collins, Director, NAAP Accountants Ltd
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He was recommended by my Accountant and lived up to expectations. Martin has really helped out and been on hand when ever we have needed him.
— Sarah Evans, Wirral

We couldn’t thank Martin enough for his time and the fact that he took personal ownership and pride in making sure we were happy with the outcome. 
— Jon Taylor, Brabners Solicitors, Liverpool

I needed investment advice. By working out my risk tolerances and setting up my investment portfolio Martin delivered a very sound portfolio that I am confident with.
— David Tournafond, Bermans Solicitors, Liverpool

Martin explain in detail each step needed to be taken which gave confidence he was dealing with the application and our business professionally.
— Man Wai Chan, Sino Swan Ltd

The results that Martin obtained were to the satisfaction of the Board. The short-term funding has enabled us to complete our project and move forward.
— Joe Dwek CBE, Penmarric PLC

We were in limbo with no financial plan and then we met Martin and everything changed. We have everything in place that we need to secure our future.
— Jon McHale, Tag Scaffolding Ltd

I’d like to thank Martin for the financial plan and as far as his investment solution is concerned it was a no-brainer.
— Nigel Lacey, Stourbridge

Every client we have passed to Martin has been very happy. It’s not easy to find a good Financial Adviser and I think Martin has proved time and again he is one of the good guys.
— Ben Edwards, Senior Tax Manager, APH Accountants Ltd