If you’re looking for the most profitable and tax efficient ways to manage your executive pay and other benefits, Martin Wilcocks can help. He’ll put together a personalised plan to minimise tax, grow your money and make the best use of any benefits and perks you receive as a high-level executive.

Martin works closely with many clients on the profitable management of executive remuneration in Liverpool and across the North West. To arrange a personal consultation, call him on 0845 200 4041.  

 

Seeking expert advice if your financial situation improves

If you’ve recently been promoted or expect a significant change in the financial or non-financial compensation you receive as an executive in your company, this is the ideal time to seek advice from an expert. It’s crucial to arrange your finances in order to make the most of executive remuneration, in all of its forms, and to minimise the tax that you’ll need to pay.

As an expert in executive remuneration in Manchester, Liverpool and elsewhere, Martin Wilcocks is perfectly placed to help North West entrepreneurs and executives put a solid wealth management plan in place. This includes everything from a review of company stock options to pension planning.

 

Enhancing your income while planning for retirement

One of the most important ways that Martin Wilcocks can help you is to take full advantage of your executive compensation package in order to plan for your retirement. Your pay, stock options and other benefits can all be used to help you achieve your vision for a comfortable, enjoyable and fulfilling retirement.

With Martin’s expert guidance, your executive compensation package will feed into your retirement plan. He’ll take all of your goals for later life and the assets and investments you have now, and use this information to create a personalised plan just for you. Every step in this far-reaching strategy is geared towards securing you and your family the funds for a dream retirement.

As well as enhancing your net income, Martin Wilcocks will show you how to use a strategy known as ‘salary sacrifice’ to reduce your income tax liability. This is at the same time as boosting your pension pot. Using your executive compensation package, you’ll contribute more to your pension and in the process, pay less income tax. It’s a smart, sensible and effective technique.

If you invest more now, you won’t be sacrificing your lifestyle but you will be making a serious commitment to your financial future. We’re living longer, which means that you may need funds to see you through 30 years or more of retirement. You’ll have a certain lifestyle in mind, and important things you want to achieve. Martin can help you secure the funds to support your plans, while giving you the peace of mind right now that you have a solid plan for the future.

For tailored financial advice and your own personalised plan for executive remuneration in Chester, Liverpool, Manchester or throughout the North West, get in touch with Martin Wilcocks. He’s an award-winning financial adviser with decades of experience in the industry.

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.

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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.

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ROY KENNY, MANAGING DIRECTOR, VVHC LTD

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

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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.

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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.

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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.

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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.

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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.

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

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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What our clients say

MICHAEL COLLINS, DIRECTOR, NAAP ACCOUNTANTS LTD

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

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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.

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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.

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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.

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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.

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What our clients say

ROY JOHNSON, PROFESSIONAL GOLFER, WIRRAL

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

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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.

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What our clients say

DR RICHARD AZURDIA, WIRRAL

I found Martin to be competent and professional.

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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.

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What our clients say

DR NAVAID ALAM, WIRRAL

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

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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.

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