What really matters to you, and how do you see your life in the future? What do you want to achieve, and what’s currently holding you back?
These are the crucial questions that will be answered during your first session with Martin Wilcocks, award-winning financial adviser and creator of the unique CLEARER wealth management program.
The stages of the CLEARER program are – Clarity, Lifestyle, E-Vest, Allowances, Risk, Estate and Review.
When you start working with Martin Wilcocks, the first step is to participate in a Clarity Session. You’ll sit down with Martin to define your important goals, including how you envisage your lifestyle in the near future as well as in retirement.
You’ll start to think about financial security for your family, projects you want to complete and how you’ll spend your later years. It may sound daunting, but it’s essential – and Martin’s expertise will help you think along the right lines and focus on what really matters.
Defining clear goals is an essential part of the personalised long-term plan that Martin will develop for you. Once you know what you’re aiming for, Martin can build a sure-fire strategy to help you reach your target. His aim is to enable you to secure the funds to support the lifestyle you want, so that you and your family can enjoy your lives free of money worries.
The things that matter to you will be at the heart of your bespoke financial planning strategy. Martin Wilcocks is unique among financial advisers in that he really takes the time to understand what your priorities are, before starting work to analyse your financial situation and provide his recommendations. Once you’re both on the same page, you can move forward with energy and purpose.
So, let’s talk. Get in touch with Martin Wilcocks by calling 0845 200 4041 and arrange your Clarity Session to get the ball rolling on a brighter financial future.