BESTSELLING AUTHOR & AWARD WINNING WEALTH MANAGER

An independent private office providing financial advice, investment management & tax efficient estate succession solutions

Helped 323 clients over the last 21 years
4.7/5
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As featured in

Avoiding 3 common mistakes that see many people run out of money, pay thousands in unnecessary fees and leave no legacy for heirs

Key Strategies to Preserve Wealth and Ensure Financial Security for Future Generations

Fixed Income Syndrome

Allocating too much of pensions and other investments to fixed-income bonds and gilts, could limit potential growth and result in your funds failing to keep pace with inflation, eroding purchasing power

Active Management Drag

Advisers who deploy actively managed investments or funds may jeopardise your goals, as they incur higher management fees and trading costs, and mostly underperform passive alternatives

Fat Cat Excess

Using an adviser affiliated with a financial network might result in excessive fees covering the cost of layered management and flagship offices, diminishing your investment returns over time

Latest UK Investment Stats

Explore the latest key figures within the UK investment landscape. These statistics provide valuable insights into market trends and the investment challenges we highlight, helping you make informed decisions. 

* data used with permission

Held in Pensions, ISAs &
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Fixed income syndrome
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A lifetime financial partner

 

Martin Wilcocks is an esteemed adviser and bestselling author with over three decades of experience in banking and wealth management. Thanks to exceptional work with clients, his expertise he has been featured in The Times, The Telegraph, and The Mail on Sunday, earning him a place among an elite tier of advisers in the UK.

Our office specialises in working with men and women who are approaching or transitioning into retirement – particularly those who find themselves in one or more of the following situations:

  • Overweight in fixed-income corporate bond or gilt investments, or both
  • Have an investment portfolio managed by a fund picker, or stockbroker
  • Supported by an adviser operating within an expensive financial network

If that sounds like you, we are well positioned to transform your financial position. We focus on protecting what exists today, building tomorrow’s wealth, and ensuring a safe intergenerational transfer of assets to your family and other beneficiaries.

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The Solution

EVEST™
Evidence Based Investment

Fees: 2% on new capital & 1% per annum

Leveraging Nobel prize-winning research, EVEST™ delivers an investment solution utilising institutional-grade funds typically unavailable to retail investors

Proven Investment Strategies with a Solid Track Record

Leveraging Award-Winning Insights for Optimal Returns

Access Investment Funds typically unavailable to retail investors

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SIMON LAKIN

WEST KIRBY

MARIANNE LYON

ORMSKIRK

IAN CROMBLEHOME

MAGHULL

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Exclusive: By Invitation Only

Due to overwhelming demand, we have paused new client onboarding and now operate on an invitation-only basis. This exclusive approach ensures that we maintain the highest quality of service and personalised attention for our esteemed clients.

Secure your place on our waiting list for a chance to be invited

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2025

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Team work makes the dream work

Collaborative Efforts for Superior Outcomes

Mary Wilcocks

Executive Assistant

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Martin Wilcocks

Wealth Manager

Tahnee Macfarlane

Office Manager

Invest online with Wilcocks & Wilcocks

Whilst the onboarding of new client relationships has been paused, we have provided access to EVEST™ through our direct investment portal, allowing you to invest in our institutional-grade investment model online. Our initial advice is free, entirely online, and anonymous. You can fast-track your way to a bespoke relationship by starting today with either a lump sum or a monthly contribution into an ISA or General Investment Account. Click through to get started

The benefits are just a few steps away

#1
Bespoke Advisory Relationship
Choose from three levels of Martins flagship direct 121 advice service

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Invest Directly Online

Tap into the evidence based investment strategy available as part of our full advised service

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Access Bulletproof Retirement

My book for financial, investment and estate planning tips, guidance and non advised advice

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Hear what our Clients have to say

Our clients’ reflect real people, achieving real results, through real solutions…

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

ROY KENNY
MANAGING DIRECTOR, VVHC LTD
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ROY KENNY
MANAGING DIRECTOR, VVHC LTD
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“Martin is the consummate professional who has always delivered for myself and my business partner Joe Dwek CBE.”

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“He provided very good advice on how to fund our pensions through the company to save Corporation Tax.”

ADAM MULLIN
MANAGING DIRECTOR, SIS LTD
image-2023-05-03T144607.265
ADAM MULLIN
MANAGING DIRECTOR, SIS LTD
image-2023-05-03T144607.265

“He provided very good advice on how to fund our pensions through the company to save Corporation Tax.”

Featured Client Stories

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Liam Collins
ACTOR, ENTREPRENEUR & FOUNDER OF THE COACHING MASTERS, LONDON
liam-james-collins

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 orinclination. 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 in 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 by 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.

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Professor Alison Ewing
CHESTER
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Martin’s philanthropy is truly inspiring, and his newsletters are always personal and relevant. I had read many of his messages while I was still working and appreciated his book, which offered valuable insights. What ultimately led me to move my advice to Martin was the lack of enthusiasm my previous adviser showed when I received a retirement lump sum. The easy path was always taken, and when I retired, I started questioning the 'value for money' of the fees I was paying and felt somewhat let down. Martin’s website stood out to me and instilled confidence, and noticing a testimonial from someone I knew from my working days added another layer of trust. When I met Martin at his office, he came across as caring, sincere and concerned. I could see he was running a genuine family business and from our first meeting, I felt very comfortable and knew I could trust him. Martin is a details man, which is excellent in my book and he has given me a completely new perspective on investments and estate planning, enlightening and, admittedly, a little daunting at times! I know I’ve made the right decision moving my advice over to him and would happily endorse Martin to anyone seeking financial and investment guidance. I look forward to a long and mutually beneficial relationship. Thank you, Martin, for being so helpful and efficient.