Martin Wilcocks is an award-winning wealth manager 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.
Martin joined Barclays Bank in 1989 as a Junior Clerk. He progressed through the retail bank working in Wirral, Liverpool and Chester branches, over 9 years. He joined Barclays Life Assurance Company Ltd as a Financial Adviser in 1998 and ultimately won Barclays Top New Adviser Award in 1999. After 4 years at Barclays Life, he was re-appointed to Barclays Bank as a Premier Banking Manager dealing with the banks high net worth clients throughout the North West. In 2003, after 14 years with Barclays, he joined the St James Place Partnership in Manchester, where he spent 3 years advising clients, before leaving to set up his own national practice in 2006. Martin secured his professional qualifications at The Institute of Financial Services and APS Legal & Associates. He is a member of the London Institute of Banking & Finance.
“I focus on the five great goals of life, these being a retirement without compromise in lifestyle nor any concern about outliving one’s income, meaningful intervention in the financial lives of one’s children, the education of one’s grandchildren, the ability to care for one’s parents if and when they need it, and an important legacy to institutions or charities that one believes in.”