I am a top-rated adviser again in 2025 and continue to specialise in helping private clients make sense of their pensions and investments. Don’t forget that you can now access both 2023 and 2024 webinars directly, minus any registration, and you can also share them freely via our YouTube channel.
What registration also does is automatically grant the option to have your existing pension or investment holdings examined at no cost, no risk, and with no expectation of future engagement.
Important Insight
As a reminder, this important detail sourced from The Investment Association (and used with their permission):
- £9.1 trillion is invested in our portfolios 42% is within equities;
- 20% of which is in UK equities 30% is within fixed income bonds and gilts
- 67% is actively managed;
- 33% is passively managed.
I believe it is crucial for people to know exactly what percentage of their portfolio is invested in equities over fixed income bonds and gilts. It is equally important to understand whether their strategy is actively managed or follows a passive approach.
EVEST X-RAY ANALYSIS
Once you are logged in to the back office, you can either send your last statement to us, or we can send a letter of authority for you to DocuSign, and we will then request the existing plan detail from your current provider(s).
One of the three clients we onboarded recently was with a well-known private bank (beginning with the letter C), and you wouldn’t believe the percentage they had allocated to UK equities.
The strategy lacked the sophistication we were expecting, and I was very surprised.Anyway, make of that what you will. Please feel free to suggest those close to you take advantage of my non-cost EVEST X-RAY ANALYSISTM. All they have to do is register and complete this quick Q&A.
About Martin Wilcocks
Martin Wilcocks is an independent financial, investment, and estate adviser, and the bestselling author of Bulletproof Retirement. He has been featured in The Times, The Telegraph, and The Mail on Sunday for his exceptional work with private clients and his standing as a top-rated adviser in his profession.Wilcocks & Wilcocks, Martin Wilcocks and Bulletproof Retirement are trading styles of Wilcocks & Associates Ltd, a company registered in England & Wales (No. 06805421) and authorised by the Financial Conduct Authority No. 501064 to conduct investment advisory business. Past performance is not indicative of future results and the value of any investment may go down as well as up.Offices at: 5th Floor, Horton House, Exchange Flags, Liverpool. L2 3PF and 239 Kensington High Street, London. W8 6SN. Telephone: 0345 200 4041. In compliance with MiFID II and FCA regulations, all telephone calls are now logged and recorded.
Originally Penned on April 2025
