Martin wilcocks
Award winning wealth manager
An independent private office providing financial advice, investment management & tax efficient estate succession solutions. Reserve a virtual seat at Martin’s next online presentation
About Martin
Martin Wilcocks is an esteemed adviser and bestselling author, with over three decades in banking and wealth management. Recognised by publications such as The Times, The Telegraph, and The Mail on Sunday, Martin ranks among an 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, EVEST™ delivers investment advice supported by institutional-grade funds typically unavailable to retail investors. A detailed review of current pensions and investments is provided to new potential clients with both a narrative and visual analysis…
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Martin specialises in assisting business owners, entrepreneurs and executives with retirement and investment planning, employing his acclaimed CLEARER™ framework through the twilight years. Passionate about his holistic and realistic approach to planning your future, Martin’s unique way of working is backed by decades of experience. It’s honest, simple and forward-thinking
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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 often 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 excess fees, that we estimate to be in the region of £64 billion annually, from our portfolios. In addressing these challenges, “Bulletproof Retirement” became an Amazon #1 Best Seller