Are you nearing retirement, or simply planning ahead? If you want to know more about pension planning in Liverpool and elsewhere in the UK, you can rely on Martin Wilcocks to help you put a solid plan in place. An award-winning financial adviser, Martin has the expertise and solutions to help you live the life you want in retirement and get the most from every penny.

Give Martin a call on 0845 200 4041 or contact him online to arrange a personal consultation.

 

Retirement planning has never been so important

Thanks to significant advancements in healthcare and lifestyle, we’re all living longer. This is great news, but it also means that we’re facing a longer period of retirement. Will you have the funds to support the lifestyle you want when you retire? You may also have other things you want to achieve once you leave work, from providing for your family to building your own home or travelling around the world. It’s crucial to start thinking about financial support for retirement now, and this is where Martin Wilcocks can help.

Why now? You may have experienced a significant life event that’s made you realise that you need a strategic financial plan for retirement. Perhaps you are less than a decade from retirement, or are accumulating wealth and need to know the best way to manage your money for the years to come.

Whatever your circumstances, Martin Wilcocks is perfectly placed to help. With over 25 years of industry experience and a fresh, honest and evidence-based approach to financial planning, Martin is passionate about supporting his clients and their families to secure the very best quality of life now and in the future.

 

What do you dream of in retirement?

A crucial part of the process at Martin Wilcocks is understanding what matters to you in life. Before crunching the numbers, the first thing Martin does is to talk to his clients to get a really good sense of their hopes, dreams and plans for the future. It may be living a certain lifestyle in retirement, moving abroad, travel and adventure, providing for children, grandchildren and maybe even great-grandchildren – or all of the above.

Taking the time to find out a little more about you, and discussing your future plans in depth, is all to answer the all-important questions – what will you need to achieve your retirement plan, and what will it take to get there?

Martin Wilcocks can help you to define the figure you’ll need, and create a bespoke, carefully considered plan so that you can reach your goals. After all, we all want to enjoy retirement without having to worry about money.

A retirement planning strategy steered by your life goals

Martin Wilcocks offers a fully personalised retirement planning service. This means that a clear strategy is developed not just for now, but the years and decades to come. Your retirement plan will be unique compared to another person’s, because you have different plans for later life and different things that you want to achieve.

This holistic, person-centred approach is something that Martin is passionate about, along with making financial planning as easy, straightforward and uncomplicated as possible. Your personalised strategy will be regularly reviewed, as it’ll naturally need to adapt to you and changes in your life.

Martin Wilcocks can help with more than just pensions

As a highly experienced pension planning specialist, Martin Wilcocks can develop a tailored plan for your retirement that includes more than one solution. He can recommend a multidisciplinary approach encompassing investment as well as pensions, ensuring that you never pay higher costs than you need to.

His unique CLEARER framework, based on real, solid evidence and proven to produce reliably high returns, focuses on the long term. This is just what you need when planning to enjoy your retirement.

Pension consolidation

Pension arrangements can be extremely confusing, especially if you have plans with more than one provider. Martin Wilcocks can help you to tidy up multiple pensions and even consolidate them into a streamlined, more efficient plan that works for you. With a full review and recommendations from Martin Wilcocks, a highly experienced pension planning expert, your pension will start to make sense.

You’ll be able to see your pension pot at a glance, as well as where your money is invested and how it’s growing. It’s not acceptable for you to be in the dark about such an important part of planning for your future. Using Martin’s expertise, you can take control of your money and crucially, start seeing the returns you’ll need to achieve your retirement aspirations.

It’s never too late to take a second look at your pension arrangements. If there’s a better way that could save you costs or help you see better returns on your investment, Martin Wilcocks will find it.

Give Martin, a specialist in pension planning in Chester, Manchester, Liverpool and the North West, a call for a chat about your current pension arrangements and to arrange a personal consultation.

What our clients say

Adam Mullin, MANAGING DIRECTOR, SIS Ltd

Martin provided very good advice on how to fund our pension through the company to save Corporation Tax.

read more

What our clients say

ROSS BAIGENT, FOUNDER & DIRECTOR, CATACLEAN GLOBAL LTD

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

read more

What our clients say

ROY KENNY, MANAGING DIRECTOR, VVHC LTD

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

read more

What our clients say

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 goals.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

BALAZS & KATE HORVATH, ASSOCIATED PRIVATE MEDICAL & DENTAL CLINICS LTD

Martin handles our investments and pensions. We are very happy and value Martin’s advice.

read more

What our clients say

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.

read more

What our clients say

JON MCHALE, TAG SCAFFOLDING LTD

We were in limbo with no financial plan and then we met Martin and everything changed. We have everything in place that we need to secure our future.

read more

What our clients say

ANDY COCKRAM, 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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

MICHAEL COLLINS, DIRECTOR, NAAP ACCOUNTANTS LTD

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

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

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.

read more

What our clients say

ROY JOHNSON, PROFESSIONAL GOLFER, WIRRAL

He knows his stuff and is a really great guy to work with.

read more

What our clients say

HUGH MCAULEY, RETIRED PROFESSIONAL FOOTBALLER

Martin helped me out of a very difficult situation and I’ll be forever grateful to him.

read more

What our clients say

DR RICHARD AZURDIA, WIRRAL

I found Martin to be competent and professional.

read more

What our clients say

PHIL O’NEILL, WIRRAL

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

read more

What our clients say

DR NAVAID ALAM, WIRRAL

Martin looks after my pension and does a very good job.

read more

What our clients say

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.

read more

Contact us

Contact Us