The seventh and final stage of the proven CLEARER wealth management program used by award-winning financial adviser Martin Wilcocks is arguably the most important.
It’s all about Reviewing the Plan to make sure you’re on track to achieve your goals and to make further plans if your circumstances have changed.
With the bespoke financial plan created for you by Martin Wilcocks using the holistic, evidence-backed CLEARER model, you’ll start to work towards building and preserving wealth in order to realise your dream lifestyle. But his work doesn’t stop there, as it’s crucial to take the time to check in on how the strategy is playing out.
Martin carries out quarterly reviews to check that the solutions and measures put in place as part of your financial plan are performing as expected. He’ll carry out a detailed review behind the scenes, giving you valuable time back to focus on your family, friends and career. This is a huge advantage of using a financial adviser such as Martin Wilcocks, who doesn’t just offer reliable advice now but who also makes it his mission to keep your plan running smoothly.
As part of the Reviewing the Plan stage, which takes place quarterly in March, June, September and December, Martin will keep you fully updated with everything you need to be aware of. This can be hugely reassuring, knowing that a dedicated specialist is keeping a very close eye on your finances. If there’s any action to be taken, or simply good news to pass on, you’ll be kept in the loop at all times.
For more information on quarterly reviews or any other part of the CLEARER model, as featured in The Times, The Telegraph and the Mail on Sunday, simply get in touch with Martin Wilcocks. Call him on 0845 200 4041 and he’ll be happy to walk you through the many benefits of his strategic, holistic and above all effective wealth management process.