



The CLEARER model
When you choose Martin Wilcocks as your financial adviser, you’ll get the chance to take advantage of his proven, award-winning wealth management program. The CLEARER model has been designed with busy modern entrepreneurs, business owners and executives in mind.
With Martin’s industry expertise and his unique CLEARER wealth management program, as well as his honest, helpful advice, you’ll take back control of your finances. Each step takes you closer to aligning your investments, pension plans and other products with the important goals you want to achieve in life.
How does CLEARER work?
The seven stages of the CLEARER wealth program are – Clarity, Lifestyle, E-Vest, Allowances, Risk, Estate and Review.
Martin Wilcocks will guide you through the simple, logical process of defining your goals and understanding that all-important figure you’ll need in order to achieve them. The next step is to take a holistic, full circle view of everything from investment and pensions to estate planning, income protection and business protection.
By using CLEARER, Martin can take every detail of your financial situation into account, so that all parts of your personalised plan work harmoniously together. He’ll highlight unnecessary costs, areas for improvement and annual allowances that you’re not making the most of. You’ll start to see where your financial vulnerabilities lie, and how you can take measures to prepare for unexpected events.
His recommendations will form part of a detailed plan spanning many years, which is reviewed regularly to make sure you’re still on track.
The CLEARER wealth management program is backed by solid evidence, and it’s proven to work. It’s a long-term, sensible and strategic approach for now, for the future, for you and your family.
If you have any questions about CLEARER, don’t hesitate to give Martin Wilcocks a call on 0845 200 4041 and he’ll be very happy to talk you through how it works.