If your pensions aren’t doing enough to help you achieve your retirement goals or they’re difficult to manage, Martin Wilcocks can help. 

As a pension transfer specialist and an award-winning financial adviser, Martin offers the expert advice you need to whip your pension arrangements into shape. With his help, you’ll have an easy-to-manage pension plan and be able to get the most from every penny. 

To discuss your pension plans, give Martin Wilcocks a call on 0845 200 4041 or contact him online to arrange your personal consultation. 

 

Why transfer your pension?

So many people stick with the same pension provider for years or even decades, even if their current provider doesn’t offer their ideal pension option, has excessive fees or won’t deliver a high enough income in retirement. 

It doesn’t have to be this way. If you’re feeling confused by your options or think that transferring or consolidating pensions is too difficult, there’s good news. Martin Wilcocks has the expertise and experience to transfer your pensions easily, offering expert recommendations you can really trust.

Martin can help you to find a new pension solution that really works for you. If you have particular retirement goals, your new arrangements can be structured to help you achieve them. He can also help:

If you’re moving overseas

Taking the leap and moving abroad? Speak to Martin Wilcocks about moving your pension into the right scheme in your chosen country. He can also help with qualifying recognised overseas pension schemes, also known as QROPS. These are schemes that HMRC recognises as eligible to receive transfers from certain registered pension schemes in the UK. You can take advantage of QROPS to have your pensions in the country you retire to – so you’re receiving the income in the same currency and find it easier to keep track of tax and regulation changes.

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If you want to simplify your pensions by combining pots

It can be difficult to keep track of different private and workplace pensions, especially if they all charge different fees and all have their own terms. Consolidating, where you bring multiple pension plans into just one pot, can bring huge benefits. You could save money on fees and charges, as well as having the convenience and peace of mind of managing just one pension pot in one place. With Martin Wilcocks, pension consolidation is simple, rewarding and stress-free.

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If you’re interested in final salary pension transfer

Transferring a final salary pension to a defined contribution scheme can give you greater flexibility and enable you to access more of your money sooner. It can also offer inheritance tax benefits. However, this kind of pension transfer can have risks, so it needs to be managed by an expert. Get in touch with Martin Wilcocks to discuss final salary pension transfer and whether it’s right for you.

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Pension transfer doesn’t have to be complicated

With a pension planning expert in your corner, you’ll benefit from a clear, quick and efficient pension transfer service. Martin’s happy to answer any and all of your questions, helping you to understand the process and the pros and cons of all your different options.

Martin does the legwork so that you don’t have to, checking on any restrictions with your current pension provider such as fees you’d have to pay or the loss of any special features such as guaranteed annuity rates. Once he has all the facts, he’ll lay them out in clear, jargon-free language so that you’re kept fully in the loop. 

You can rely on the expert eye of Martin Wilcocks to shop around, compare the market and come back to you with the best providers and plans to transfer your pension to. He’ll look closely at your pension transfer value, which is the amount your pot would be worth if you switched provider. Your pension transfer value can help to identify the best pension plans for you, so you’ll get the most from every penny, as well as factoring in any early exit fees.

 

Bespoke pension planning with your goals in mind

You’ve worked hard to build up funds for your retirement, so it’s time to start putting them to good use. If your pension arrangements are disorganised or you suspect there’s a better deal out there, get in touch with Martin Wilcocks. Together, you can squeeze every last penny from your pension pot.

Martin is a retirement planning specialist, putting your goals and aspirations for later life at the heart of everything he does. He not only offers his advice as a pension transfer specialist, but he can also take a holistic look at all your financial plans for the future. 

He takes the time to understand what matters to you, from supporting family to travelling the world in retirement. His guiding hand will put watertight plans in place – including pension transfer and consolidation – to help you achieve your retirement goals.

What our clients say

Adam Mullin, MANAGING DIRECTOR, SIS Ltd

Martin provided very good advice on how to fund our pension through my 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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Collin Doran, Managing Partner, Solutions in Service Ltd

We know exactly how much money we need to build within our financial plan to achieve our future goals.

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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

If we can’t work due to a serious illness Tag would struggle to make a profit so we arranged key person insurance giving us a lump sum of 2 years profit if the worst happens. Working with Martin has been a great move for us.

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CHRIS MOSS, MANAGING DIRECTOR, INTASHELL LTD

Martin tidied up and consolidated 5 old pensions and I now understand where they invest and what I pay. I can’t recommend him highly enough.

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FRANK BRENNAN, DIRECTOR, SAFETY LANE LTD

Martin was my Bank Manager at Barclays in 2002. He is a very good and 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. I am very happy and value Martin’s advice.

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JAMES QUILTY, MANAGING DIRECTOR, KELSALL SERVICES LTD & DJ JAYQ

Martin is always thinking ahead and he has always encouraged me to think big.

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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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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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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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NIGEL LACEY, STOURBRIDGE

I’d like to thank Martin for the financial plan and as far as his investment solution is concerned it was a no-brainer.

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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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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 outcome.

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DAVID TOURNAFOND, BERMANS SOLICITORS, LIVERPOOL

I needed investment advice. By working out my risk tolerances and setting up my investment portfolio Martin delivered a very 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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ROY JOHNSON, PROFESSIONAL GOLFER, WIRRAL

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

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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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DR RICHARD AZURDIA, WIRRAL

I found Martin to be competent and professional.

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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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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 financial plan. He has been a big help to our family in general.

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