Testimonials
MARTIN’S EXPERTISE IN YOUR CORNER.
INTERESTED IN WORKING WITH MARTIN WILCOCKS? TAKE A LOOK AT HIS CLIENT TESTIMONIALS BELOW TO SEE WHAT IT’S REALLY LIKE TO HAVE MARTIN’S EXPERTISE IN YOUR CORNER.
Martin is extremely proud to be the financial adviser of choice for entrepreneurs and business owners throughout the UK. He’s helped countless hard-working people and their families achieve financial security, and more ambitious goals too. Many of his clients have been working with Martin since 2003.
They trust his honest, straightforward advice to help them make key financial decisions at important stages in their lives. Martin has full confidence in his award-winning CLEARER™ wealth management process and how it helps his clients to put solid, strategic plans in place for the future. But you don’t have to take his word for it.
See what previous clients have been kind enough to say about Martin’s reliable and insightful advice, thorough methods and dedication to his work. If you have any questions call the private office of Martin Wilcocks on 0345 200 4041.
Our Clients
ROY KENNY
MANAGING DIRECTOR, VVHC LTD
“Martin is the consummate professional who has always delivered for myself and my business partner Joe Dwek CBE.”
ADAM MULLIN
MANAGING DIRECTOR, SIS LTD
“Martin provided very good advice on how to fund our pensions through the company to save Corporation Tax.”
ROSS BAIGENT
FOUNDER & DIRECTOR, CATACLEAN GLOBAL LTD
“Martin is a breath of fresh air, explains things properly and his advice has been first class.”
STEVE DUNN
MANAGING DIRECTOR, BESPOKE FURNITURE CHESHIRE LTD
“We insured our shareholdings, and through a trust it allows the four of us to buy back each other’s shares on death, or illness, which is very important for the company to keep control, but also for our families, who receive the value of each shareholding as a lump sum.”
COLLIN DORAN
MANAGING PARTNER, SOLUTIONS IN SERVICE LTD
“We know exactly how much money we need to build within our financial and retirement plan to achieve our future income goals.”
JEFF ARNOLD
DIRECTOR, TAG SCAFFOLDING
“Martin consolidated a batch of old pensions that I had built up over the years. Alongside that, if I was to be seriously ill the business profit would drop so we arranged key man insurance for 2 years profit if the worst happens. Working with Martin has been a great move for us.”
CHRIS MOSS
MANAGING DIRECTOR, INTASHELL LTD
“Martin tidied up and consolidated 5 old pensions and I now understand where they invest, what I pay in charges and how much they will provide in retirement. I can’t recommend him highly enough.”
FRANK BRENNAN
DIRECTOR, SAFETY LANE LTD
“Martin was my Bank Manager at Barclays in 2002. He manages my pensions and my families pensions. He is a very good, straight-talking Financial Adviser who has never let me down.”
BALAZS & KATE HORVATH
OWNERS & DIRECTORS, ASSOCIATED PRIVATE MEDICAL & DENTAL CLINICS LTD
“Martin handles our investments and pensions. We are very happy and value Martin’s advice which has also more recently involved us making a will and business trust and in also appointing powers of attorney.”
JAMES QUILTY
MANAGING DIRECTOR, KELSALL SERVICES LTD & DJ JAYQ
“Martin is always thinking ahead and he has always encouraged me to think big. He has sorted out protection for the family, arranged our pensions and encouraged us to put money aside for our future.”
JON MCHALE
DIRECTOR, TAG SCAFFOLDING LTD
“We were in limbo with no financial plan and then we met Martin and everything changed. We have our pensions sorted, wills in place and everything is in place that we need to secure our future.”
ANDY COCKRAM
PROUD OWNER, THE WHITE LION
“Martin arranged the finance I needed to buy the White Lion Pub – the last free house on the Wirral. It had always been in my plan but due to banks not funding pubs I was stuck and Martin sorted it.”
STEPHEN LACEY
LOUGHBOROUGH
“Martin gave me sound and simple investment advice that made sense and within my financial plan we have also worked out when I can retire and buy my sailing boat.”
NIGEL LACEY
STOURBRIDGE
“Helen and I would like to thank Martin for the advice around our retirement and financial plans and as far as his investment solution is concerned it was a no-brainer.”
HELEN LACEY
STOURBRIDGE
“Martin has spent time with the children so they understand our retirement financial plan. He has been a big help to our family in general.”
MARY ELSON
HIGHER PENLEY
“I felt confident that my finances were in good hands and that Martin and Rob would help with any worries I might have, which indeed they have”
ROY JOHNSON
PROFESSIONAL GOLFER, WIRRAL
“He knows his stuff and is a really great guy to work with.”
HUGH MCAULEY
RETIRED PROFESSIONAL FOOTBALLER
“Martin helped me out of a very difficult situation and I’ll be forever grateful to him.”
DR RICHARD AZURDIA
WIRRAL
“I found Martin to be competent and professional.”
DR NAVAID ALAM
WIRRAL
“Martin manages my pension and retirement plan and I am very happy with the good work he is doing.”
PHIL O’NEILL
WIRRAL
“His advice has been excellent and he is always there for us if we ever need him..”
BEN EDWARDS
SENIOR TAX MANAGER, AFFORD BOND ACCOUNTANTS LTD
“Every client we have passed to Martin has been very happy. It’s not easy to find a good Financial Adviser and I think Martin has proved time and again he is one of the good guys.”
PAUL WHITE
MANAGING DIRECTOR, APH ACCOUNTANTS LTD
“I was looking to work with a trustworthy and knowledgeable Financial Advisor, capable of dealing with our clients. Martin ticks the boxes on both counts, coupled with a high degree of professionalism and integrity.”
MICHAEL COLLINS
DIRECTOR, NAAP ACCOUNTANTS LTD
“Martin is a competent financial adviser who stands out from the crowd.”
ANDREW THOMPSON FCA
CHARTERED ACCOUNTANT, KENILWORTH ASSOCIATES
“Martin is exceptionally accurate in everything that he says and does, I cannot find fault with his advice and I trust him absolutely in his judgement.”
JON TAYLOR
BRABNERS SOLICITORS, LIVERPOOL
“We couldn’t thank Martin enough for his time and the fact that he took personal ownership and pride in making sure we were happy with the pension and investment strategy.”
DAVID TOURNAFOND
BERMANS SOLICITORS, LIVERPOOL
“I took investment and pension advice from Martin. By working out my risk tolerances and setting up my investments he delivered a sound portfolio that I am confident with.”
MARK FOSTER
MANAGING PARTNER, FOSTERS LAWYERS
“Prior to meeting Martin Wilcocks, I had very little faith in Financial Advisers due to previous experiences. Martin is honest and transparent and he has restored my faith in Financial Advisers..”
DAVID & ROSEMARY OWEN
OXTON
“In handling our retirement plans, Martin explained how the world of money works and provided a hitherto unknown level of transparency.”
DAMEON HULSE
SANDBACH
“Martin gave me a very clear understanding of how he would transfer my pension and how it would be invested.”
ROSEMARY COLCHESTER
NORTHWICH, CHESHIRE
“He invested for me and I’m very satisfied with his advice and management of my portfolio. I am very impressed with Martin and his dedication to his job. Well done. Keep up the good work.”
SHERYL MOSS
LIVERPOOL
“He explained his pension plan in full detail and went over every step that he would be taking to move across and manage my funds. I am very happy with Martin.”
STEPHEN LINDEN
LIVERPOOL
“Martin is direct and gives you the facts as he sees them. He didn’t try to sway me to pick something with which I would have been uncomfortable.”
DAVE & ANN MCCANN
LIVERPOOL
“I took early retirement and wanted two pensions and an ISA amalgamated in a way that would fund my retirement. With Martin on board, we don’t see any problems achieving what we are aiming for.”
DAVE & LYNN MORRIS
LIVERPOOL
“He provided peace of mind around retirement and our future income and everything was explained in a constructive manner, which included any possible downturns. Thank you for the advice its great to be on board.”
ANDY & ANGELA PERRY
LIVERPOOL
“Since the day we had our first meeting with Martin he has demonstrated a personal and proactive approach. Hopefully, we are at the beginning of a very long and successful relationship with Martin and the team.”