Martin Wilcocks

Martin wilcocks

Award winning financial adviser

An independent private office providing financial advice, investment management & tax efficient estate and succession solutions. National coverage throughout England, Wales and Scotland with head offices in Liverpool and London. Reserve a virtual seat at our next online presentation below

About Martin

Martin Wilcocks is an esteemed adviser and Amazon bestselling author, boasting over three decades of experience in banking and wealth management. Recognised by publications such as The Times, The Telegraph, and The Mail on Sunday, Martin ranks among the elite tier of advisers in the UK. Following a distinguished 14-year tenure at Barclays, he established his independent private office in 2003. Leveraging Nobel prize-winning research, his office delivers investment advice supported by institutional-grade funds typically unavailable to retail investors. At the heart of the services is EVEST™, his flagship investment management program. New clients embark on their journey with an EVEST X-RAY Analysis™, a comprehensive review of their current pensions and investments. This analysis, provided at no initial cost, delivers a detailed report complete with visual aids. Martin specialises in assisting business owners, entrepreneurs and executives in their retirement planning, employing his acclaimed CLEARER™ framework to guide them through the twilight years.

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Number of Years in Banking & Wealth Management
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Families & Individual Private Clients Onboarded
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In Estate Assets & Funds Under Management

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Passionate about his holistic and realistic approach to planning your future, Martin’s unique CLEARER framework is backed by decades of experience. It’s honest, simple and forward-thinking.

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featured in

BULLETPROOF RETIREMENT

Live your dreams, avoid excess fees and secure your legacy

From endowment mis-selling and the global financial crisis to pension transfer and PPI scandals: UK financial services exploit customers rather than serve them. Our pensions and investments are also under attack – high cost financial advisers, glossy financial networks and ineffective expensive investment managers are taking £64 billion out of our pensions and investments every year. Bulletproof Retirement is an Amazon #1 Best Seller so grab your copy below.

Team work makes the dream work

total funds_active passive_asset weights
ACTIVE ATTACK – TAKING A STAND AGAINST HIGH-COST INVESTMENT MANAGEMENT & GLOSSY FINANCIAL NETWORKS
The latest Investment Association report shows £9.4 trillion* invested in our pensions, ISAs and investments,...
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1 from 1956 - 2014 _ 716 ftse all share, 4219 value cap, 5837 small cap _ 58 year data
WILL SMALL-CAP AND VALUE-CAP EQUITIES DO IN THE NEXT SEVEN DECADES WHAT THEY DID IN THE LAST SEVEN?
A lot has been written on the subject matter over recent times and my own view, although this should...
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image - 2023-04-27T131246
BEWARE OF THE SHARKS – THE BOILER ROOMS ARE STILL ACTIVE …
I was recently approached by a couple of guys who wanted to introduce pension clients to me. Every month....
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Contact Us

Phone

0345 200 4041

Email

martin@martinwilcocks.co.uk

Legal & Regulatory Disclaimers

Wilcocks & Wilcocks and Martin Wilcocks are trading styles of Wilcocks & Associates Ltd, a company registered in England and Wales (No. 06805421). Authorised by the Financial Conduct Authority (FCA) and entered on the Financial Services Register (No. 501064) to conduct investment advisory business. Past performance is not indicative of future results. The value of your investment may go down as well as up. Capital at risk. Wilcocks Private Office provides non-regulated will trust and estate planning services by invitation only. Supporting Executives, Entrepreneurs & Families with Intergenerational Wealth Protection & Investment Management. National coverage throughout England, Wales & Scotland. Head Offices: North: Norwich House, 8 Water Street, Liverpool. L2 8TD. South: The Boathouse, 27 Ferry Lane, Teddington. TW11 9NN. All new client applications are accepted in person or via online consultation link; https://meetings.hubspot.com/martin132 Websites: www.wilcocksandwilcocks.co.uk  www.martinwilcocks.co.uk