If you’re interested in Exchange Traded Funds (ETFs) investment or want to find out more about diversifying your portfolio with products like ETFs, get in touch with Martin Wilcocks for expert advice you can rely on.

Martin is a highly experienced wealth management specialist, helping clients with ETF investment in Liverpool, Manchester and across the North West. Call him on 0845 200 4041 to set up a personal consultation and to discuss your options.

 

ETFs as part of an effective, diverse investment plan

Exchange Traded Funds are often used by people who want to diversify their portfolios, which can be a very sensible idea. They could be a good option for you if you’d like to spread risk by investing in a range of different shares or bonds within an asset class. You buy and sell ETFs just like shares, and the fund company aims to track the performance of an index.  

ETFs also tend to be cheaper than other types of investments because they are a kind of passive investment product that is not actively managed. This is especially the case when you work with Martin Wilcocks – who is dedicated to striking the perfect balance between products that are low cost yet deliver on performance.

If you’re new to ETFs though, they can be a little complicated to understand. Unlike many financial advisers, Martin only provides straightforward, jargon-free advice. He’ll give you all the information you need to make sound decisions, in plain language and with your needs and goals firmly in mind. He’s happy to take the time to explain how ETFs work, including the risks and realistic returns projections.

Martin will use his expertise as an adviser in ETF investment in Manchester and elsewhere, along with in-depth market knowledge and your input, to provide his recommendations on whether ETF investment is right for you. He uses his tried-and-tested CLEARER model to form the building blocks of your own personal investment plan.

His bespoke investment planning service involves taking a holistic approach. This means taking all of your assets and investments into account, along with your plans for the future, in order to develop a personalised strategy for the years to come. This will be regularly reviewed as your circumstances, and perhaps even your plans for the future, change.

At all times when working with Martin Wilcocks, you’re guaranteed to receive honest, realistic and reliable advice.

 

Cutting the cost of ETF investment

Martin Wilcocks is not only on a mission to help his clients secure healthy returns on their investments. He’s also deeply concerned about what he calls the ‘£64 billion problem’. This is where an estimated 2% of your money is potentially wasted on excessive fund costs, management fees and consultants on inflated industry salaries. Martin’s goal is to slash these costs, so that this 2% goes back where it belongs – to you, your family and your financial future.

For advice to help you find low-cost Exchange Traded Funds products that offer the best possible chance of good returns, get in touch with Martin Wilcocks.

He’s a trusted adviser on ETF investment in Chester, Liverpool, Manchester and across the North West.   

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