Martin wilcocks
Award winning financial adviser
An independent private office providing financial advice, investment management & tax efficient estate and succession solutions. National coverage throughout England, Wales and Scotland with head offices in Liverpool and London. Reserve a virtual seat at our next online presentation below
About Martin
Martin Wilcocks is an esteemed adviser and Amazon bestselling author, boasting over three decades of experience in banking and wealth management. Recognised by publications such as The Times, The Telegraph, and The Mail on Sunday, Martin ranks among the 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, his office delivers investment advice supported by institutional-grade funds typically unavailable to retail investors. At the heart of the services is EVEST™, his flagship investment management program. New clients embark on their journey with an EVEST X-RAY Analysis™, a comprehensive review of their current pensions and investments. This analysis, provided at no initial cost, delivers a detailed report complete with visual aids. Martin specialises in assisting business owners, entrepreneurs and executives in their retirement planning, employing his acclaimed CLEARER™ framework to guide them through the twilight years.
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Passionate about his holistic and realistic approach to planning your future, Martin’s unique CLEARER™ framework is backed by decades of experience. It’s honest, simple and forward-thinking.
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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 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 £64 billion out of our pensions and investments every year. Bulletproof Retirement is an Amazon #1 Best Seller so grab your copy below.