Martin Wilcocks

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ACTIVE ATTACK – TAKING A STAND AGAINST HIGH-COST INVESTMENT MANAGEMENT & GLOSSY FINANCIAL NETWORKS

The latest Investment Association report shows £9.4 trillion* invested in our pensions, ISAs and investments, with 69% (around £6.5 trillion) ‘actively’ managed by financial advisers and investment managers who attempt to analyse, forecast and predict what will happen in stock markets. They select stocks, bonds and funds using guesswork, crystal balls, and top fund buy …

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WILL SMALL-CAP AND VALUE-CAP EQUITIES DO IN THE NEXT SEVEN DECADES WHAT THEY DID IN THE LAST SEVEN?

A lot has been written on the subject matter over recent times and my own view, although this should never be taken as direct personal investment advice, is that small cap and value cap equity will continue to do as well as they have in the last seven decades, in the next seven. The sheer …

WILL SMALL-CAP AND VALUE-CAP EQUITIES DO IN THE NEXT SEVEN DECADES WHAT THEY DID IN THE LAST SEVEN? Read More »

THE BIGGEST MISTAKES INVESTORS MAKE

Are you unknowingly harming your future financial health by making some simple mistakes? As investors, we make informed assumptions and judgement calls based on the information available to us at the time, but many investors still make some common mistakes. It happens to us all; we sometimes don’t realise the consequences of financial decision-making and …

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PENSION PLANNING – AN OCCUPATIONAL DEFINED BENEFIT SCHEME IN £200 MILLION DEFICIT

Last July I took 2 chaps from Sei – the global investment manager that provides our in-house investment platform, to see a long standing contact who is now the retired Managing Director of a manufacturing company. He is now Chairman of the board of Pension Trustees. Yesterday we had lunch at a very nice Italian …

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ESTATE PLANNING – FOR EVERYDAY CLIENTS – THE ASSET PROTECTION TRUST

Twice over the Christmas break I have found myself discussing how an Asset Protection Trust works and what one can be used for… Both conversations were as a result of me being out and about getting ready for Christmas with my partner Tahnee. She had been speaking to her Mum about her Will and making …

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