Independent Financial Adviser

Welcome to Martin Wilcocks, a family-run independent financial adviser with offices in Liverpool and London.

Martin is passionate about his holistic and realistic approach to planning for your future. His unique CLEARER model is backed by real evidence and his decades of experience in the financial industry, so he knows that it works. It’s also honest, simple and forward-thinking.

Choose Martin Wilcocks, an award-winning financial adviser with over 25 years’ experience in the industry, to help you assess the cost-effectiveness of your current investment plans, where you could be paying far too much.

As one of the top 1% of wealth managers working in the UK today, Martin Wilcocks is also perfectly placed to help you invest in the right areas and create a long-term personalised plan that helps you to secure your family’s financial future and realise your personal goals.

At the heart of the business are Martin’s exceptional relationships with his clients, which are built on trust, understanding and expert knowledge. Martin is known for his straightforward, easy-to-understand advice, with not a hint of complicated jargon in sight. You’ll be kept fully in the loop at all times, so you can understand where your money is being invested and why the decisions you make together are the very best ones for your future.

About Martin

Martin Wilcocks is an award winning Financial Adviser who has featured in The Times, The Telegraph, and The Mail on Sunday. He is in the top 1% of Wealth Managers and Independent Financial Advisers operating in the UK today and works with his clients using the Wilcocks CLEARER framework for holistic wealth management. Martin has been providing financial advice and investment management services to clients since 1998 and uses Nobel prize winning research over six decades to deliver his investment solutions.

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Is your current investment plan costing you more than it should?

Research strongly suggests that it could be, and this is no small thing. It could mean that around £64 billion a year is being wasted on high-cost investment managers, products and funds. This is why the mission at Martin Wilcocks is to solve this £64 billion problem and return this money back where it belongs – to you. There are no area managers, business development managers or other third parties lining their pockets with your fees or a chunk of your returns. You’ll be dealing with Martin himself, receiving dedicated one-to-one attention, tailored advice and of course, low fees.

How Martin Wilcocks can help you plan, invest and live better

Company founder Martin Wilcocks, who has been featured in The Times, The Telegraph and The Mail on Sunday, takes the time to find out what really matters to you. He works with families, individuals and people planning for or transitioning into retirement to establish a plan to squeeze the very most from every penny.

What do you want out of life, and can you afford to do it? Whatever your goal, Martin Wilcocks is dedicated to helping you get there. This includes planning to live the life you want in retirement, leaving a legacy for your family and seeing a good return on your investment without unnecessary costs. As people live longer and living costs continue to rise, retirement planning has never been more important.

There’s no ‘get rich quick’ scheme, only an evidence-based, strategic and realistic plan that is proven to work.

Martin focuses on financial planning for the long-term. He is honoured to have been the guiding hand for many clients through the decades. Together, solid investment success has been achieved along with countless financially secure futures.

 

Let’s talk

If you’re looking for financial advice you can trust, please don’t hesitate to get in touch with Martin Wilcocks. Give Martin a call on 0845 200 4041 or fill in the simple contact form and he’ll get back to you right away.

Martin Wilcocks can assist as an independent financial adviser in Chester, Manchester, Liverpool and rest of the North West, but he can arrange a personal consultation that’s convenient for you, whether it’s in person or over the phone.

Martin will take as much time as you need to discuss your finances, understand your goals for the future and start putting together his expert recommendations. He’s also happy to answer all of your questions and explain his CLEARER model, including why it works.

What our clients say

Adam Mullin, MANAGING DIRECTOR, SIS Ltd

Martin provided very good advice on how to fund our pension through my company to save Corporation Tax.

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What our clients say

ROSS BAIGENT, FOUNDER & DIRECTOR, CATACLEAN GLOBAL LTD

Martin is a breath of fresh air, explains things properly and his advice has been first class.

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What our clients say

ROY KENNY, MANAGING DIRECTOR, VVHC LTD

Martin is the consummate professional who has always delivered for myself and my business partner Joe Dwek CBE

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What our clients say

Collin Doran, Managing Partner, Solutions in Service Ltd

We know exactly how much money we need to build within our financial plan to achieve our future goals.

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What our clients say

STEVE DUNN, MANAGING DIRECTOR, BESPOKE FURNITURE CHESHIRE LTD

We insured our shareholdings, and through a trust it allows the four of us to buy back 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.

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What our clients say

JEFF ARNOLD, DIRECTOR, TAG SCAFFOLDING

If we can’t work due to a serious illness Tag would struggle to make a profit so we arranged key person insurance giving us a lump sum of 2 years profit if the worst happens. Working with Martin has been a great move for us.

What our clients say

CHRIS MOSS, MANAGING DIRECTOR, INTASHELL LTD

Martin tidied up and consolidated 5 old pensions and I now understand where they invest and what I pay. I can’t recommend him highly enough.

What our clients say

FRANK BRENNAN, DIRECTOR, SAFETY LANE LTD

Martin was my Bank Manager at Barclays in 2002. He is a very good and straight-talking Financial Adviser who has never let me down.

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BALAZS & KATE HORVATH, ASSOCIATED PRIVATE MEDICAL & DENTAL CLINICS LTD

Martin handles our investments and pensions. I am very happy and value Martin’s advice.

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JAMES QUILTY, MANAGING DIRECTOR, KELSALL SERVICES LTD & DJ JAYQ

Martin is always thinking ahead and he has always encouraged me to think big.

What our clients say

JON MCHALE, TAG SCAFFOLDING LTD

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.

What our clients say

ANDY COCKRAM, WHITE LION

Martin arranged the finance I needed to buy the White Lion Pub – the last free house on the Wirral. It had always been in my plan but due to banks not funding pubs I was stuck and Martin sorted it.

What our clients say

STEPHEN LACEY, LOUGHBOROUGH

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.

What our clients say

NIGEL LACEY, STOURBRIDGE

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

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MARY ELSON, HIGHER PENLEY

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.

What our clients say

BEN EDWARDS, SENIOR TAX MANAGER, AFFORD BOND ACCOUNTANTS LTD

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.

What our clients say

PAUL WHITE, MANAGING DIRECTOR, APH ACCOUNTANTS 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.

What our clients say

MICHAEL COLLINS, DIRECTOR, NAAP ACCOUNTANTS LTD

Martin is a competent financial adviser who stands out from the crowd.

What our clients say

ANDREW THOMPSON FCA, CHARTERED ACCOUNTANT, KENILWORTH ASSOCIATES

Martin is exceptionally accurate in everything that he says and does, I cannot find fault with his advice and I trust him absolutely in his judgement.

What our clients say

JON TAYLOR, BRABNERS SOLICITORS, LIVERPOOL

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.

What our clients say

DAVID TOURNAFOND, BERMANS 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.

What our clients say

MARK FOSTER, MANAGING PARTNER, FOSTERS LAWYERS

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.

What our clients say

ROY JOHNSON, PROFESSIONAL GOLFER, WIRRAL

He knows his stuff and is a really great guy to work with.

What our clients say

HUGH MCAULEY, RETIRED PROFESSIONAL FOOTBALLER

Martin helped me out of a very difficult situation and I’ll be forever grateful to him.

What our clients say

DR RICHARD AZURDIA, WIRRAL

I found Martin to be competent and professional.

What our clients say

PHIL O’NEILL, WIRRAL

His advice has been excellent and he is always there for us if we ever need him.

What our clients say

DR NAVAID ALAM, WIRRAL

Martin looks after my pension and does a very good job.

What our clients say

HELEN LACEY, STOURBRIDGE

Martin has spent time with the children so they understand our financial plan. He has been a big help to our family in general

Clearer

Clearer is our 7-step wealth management model, designed by the Wilcocks brothers over ten years of being in business together. Clearer can help make you financially bulletproof such that, whatever happens, you and your loved ones are ok.

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Clarity

Plan ahead and identify what your ideal lifestyle looks like and overcome problems holding you back.

Clear on the way ahead with purpose and energy.

Lifestyle

Know and understand the number necessary to achieve, and then maintain your plan into the future.

Financially organised, with clear goals.

E-vest

Investment proven to work over 6 decades ,and typical net gains of £15k per annum when compared to competitor portfolios.

Peace of mind on investing, with a portfolio linked to your goals.

Allowances

Maximise pension, ISA and CGT allowances and reduce corporation tax typically by £8k per annum.

Enhance the monetary value of your plan and portfolio.

Risk

A backstop, linked to the number driving your plan, that strips out all risks within your personal and business life.

Protect shareholders equity value and the business profits, and maintain the lifestyle of all shareholders’ families in catastrophe scenarios.

Estate

An estate plan using a combination of wills, trusts and powers of attorneys and an added session to reduce inheritance tax.

Protect your hard earned wealth and ultimately pass this on to children and beneficiaries safely and tax-efficiently.

Review

Quarterly reviews.

Remain focused on your plan, stay on track with your goals and avoid emotional mistakes related to wealth.

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