Every good plan needs a sound strategy behind it, one that is proven to work and backed by hard evidence. This is what you can expect with the CLEARER wealth management process used by highly experienced financial adviser Martin Wilcocks.
Register your interest below for his brand new course that is being launched at the end of August 2022. The final elements are in production right now and its set to make a big difference out there for people who haven’t the time or dont wish to engage a financial adviser directly for 121 support.
All of Martin’s service proposition is delivered in 7 elements and within each element, there is a highly valuable takeaway that has the potential to make a big difference.
Bulletproof Course Registration Below
a private note from martin wilcocks
“If you are looking at your position and feeling slightly lost, not sure who to trust, or perhaps wondering where to start, this is all normal, so please don’t panic. I give you my word that I will guide you, with absolutely no jargon, and minus the financial waffle – that can be commonplace in my profession. My complete wealth management program, as set out in the videos and visuals below, is available to all clients at any time, and whilst some subscribe straight away, others don’t. It is a proven route to becoming financially bulletproof, but I am aware it can look a little daunting at first glance. Not always, but typically, a new client will onboard with an investment, pension, or estate planning need, and later on, in the course of time, the complete package of services tends to open up – and I can honestly say it happens without any effort, and at the same time as the client-adviser relationship is growing between us. Feel free to discuss my complete CLEARER service with me directly at any time, but equally, you are free to pick and choose from the range of solutions on offer to get started. Remember taking that first step in anything is always a big move, but if you do it I will personally guarantee you will never look back. If you would like any further comfort on this alone, please listen to my existing clients talking about me in the testimonial area. Make that call and let’s speak soon.”
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. Since 2006 Martin Wilcock has provided 1-2-1 planning services for clients and ultimately a cap of supporting 500 clients will exist. To reach more people on a ‘serve to many’ basis, the Bulletproof Course has been developed and for a one-off fee of £997.00 provides a blueprint for those wishing to source all information and then implement the teachings themselves. Please register your interest in the online course using the contact box below and type ‘Bulletproof’ into the notes. T&Cs
Plan ahead and identify what your ideal lifestyle looks like & overcome problems holding you back.
Clear on the way ahead with purpose and energy
Know & understand the number necessary to achieve and then maintain your plan into the future.
Financially organised, with clear goals.
Investments 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.
Maximise pension, ISA and CGT allowences & reduce corporation tax typically by 8K per annum.
Enhance the monetry value of your plan and portfolio.
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, & maintain the lifestyle of all shareholders’ families in catastrophe scenarios.
An estate plan using a combination of wills, trusts and powers of attorneys and an added session to reduce inheritance tax.
Protect your hard earnt wealth and ultimately pass this on to children and beneficiaries safely and tax efficiently.
Quarterly reviews (March/ June, September/ December).
Rwmain focused on your plan, stay on track with your goals and avoid emotional mistakes related to wealth.
To reach more people on a ‘serve to many’ basis, the Bulletproof Course has been developed and for a one-off fee of £997.00 provides a blueprint for those wishing to source all information and then implement the teachings themselves. Please register your interest in the online course using the contact box below and type ‘Bulletproof’ into the notes. T&Cs.
Disclaimers: Bulletproof Retirement. First published in Great Britain in 2022 by Rethink Press (www.rethinkpress.com) © Copyright Martin Wilcocks. All rights reserved. No part of this publication may be reproduced, stored in or introduced into a retrieval system, or transmitted, in any form, or by any means (electronic, mechanical, photocopying, recording or otherwise) without the prior written permission of the publisher.
The right of Martin Wilcocks to be identified as the author of this work has been asserted by him in accordance with the Copyright, Designs and Patents Act 1988. Views expressed in the book do not constitute financial advice. The investment ideas discussed should never be used without first assessing your own financial situation and consulting a qualified financial adviser. Neither the author nor the publisher can be held responsible for any losses that may result from investments made after reading this book.
Martin Wilcocks and Wilcocks & Wilcocks are trading styles of Wilcocks & Associates Ltd, a company registered in England and Wales (No. 06805421). Authorised by the Financial Conduct Authority (FCA) and entered on the Financial Services Register (No. 501064) to conduct investment advisory business. Past performance is not indicative of future results. The value of your investment may go down as well as up. Capital at risk.
Contact Details: North: 8 Water Street Liverpool L2 8TD. South: The Boathouse 27 Ferry Road Teddington TW11 9NN. Registered: 31 Wellington Road Nantwich Cheshire CW5 7ED. T: 0345 200 4041 E: firstname.lastname@example.org