Testimonials

“Martin is the consummate professional who has always delivered for myself and my business partner Joe Dwek CBE.”

“He provided very good advice on how to fund our pensions through the company to save Corporation Tax.”

“Martin is a breath of fresh air, explains things properly and his advice has been first class.”

“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.”

“We know exactly how much money we need to build within our financial and retirement plan to achieve our future income goals.”

“We 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.”

“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.”

“He 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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“Martin is a competent financial adviser who stands out from the crowd.”

“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.”

“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.”

“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.”

“In handling our retirement plans, Martin explained how the world of money works and provided a hitherto unknown level of transparency.”

“Martin gave me a very clear understanding of how he would transfer my pension and how it would be invested.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

My pension is in good hands and over the years I can say without any doubt that Martin is the best financial adviser I've come across.

When I first approached Martin I had a very limited understanding of savings and investments. He provided clarity, assurance and a clear plan to allow me to save and invest on terms that I felt comfortable with. The ongoing administrative support from Mary has been exceptional, she provides very quick replies to any queries I have, and she leaves me assured that my investments are in good hands. I highly recommend Wilcocks & Wilcocks for anyone looking for sound financial planning and advice.

I had too much of my pension sat in fixed income, not doing that much, and Martin reversed the strategy applying more stocks. I was initially a bit nervous but the evidence I was shown gave me confidence and all being well we will see a boosted return over the years.

As a long term client of Wilcocks and Wilcocks, as usual they have been great and seen me through a difficut time. Always at the end of the phone if I have needed them, and always explain things in a way that I can understand. Would highly recommend.

He helped me make sense of my pensions, put them all in one place and on the back of it arranged wills and a family trust to look after our two sons when we have gone".

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.

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.

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.

A very knowledgeable, approachable and likeable professional. I would recommend to anyone looking for financial advice.

His advice has been excellent and he is always there for us if we ever need him.

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.

Martin manages my pension and retirement plan and I am very happy with the good work he is doing.

I found Martin to be competent and professional.

I've known Martin Wilcocks for years and years, he knows his stuff and is a really great guy to work with.

Excellent service from the team.