Considering using a self-invested personal pension (SIPP)? Contact Martin Wilcocks for financial advice you can trust.

If you’re looking for an expert who can help you to make sense of self-invested pensions in Liverpool or beyond, you can rely on Martin. Using the knowledge he’s built up over 25 years as a financial adviser, he works with clients throughout the North West, helping them to make crucial decisions now so that in the future they can enjoy the lifestyle they’ve worked so hard for.

Call Martin on 0845 200 4041 to arrange a personal consultation, where you’ll be given honest, straightforward advice to help you get the best possible financial support in place for retirement.

 

Is a self-invested pension right for you?

Self-invested personal pensions (SIPPs) offer a flexible and tax-efficient way to save for retirement, but only if the right investment decisions are made.

The first thing that Martin will establish during your one-to-one consultation is whether this kind of pension solution is right for you. He’ll walk you through the different options available, explaining the benefits (and drawbacks) in plain English.

 

Managing your SIPP – securing the best returns and lowest costs

Looking after your pension, including making investment decisions, can be daunting and time-consuming. This is why it’s a smart choice to have Martin Wilcocks, an expert in pension planning, on your side. He’ll offer clear, reliable advice to ensure low costs and healthy growth for your pension.

All decisions are made after spending time speaking with you about your wishes and dreams for retirement, whether it’s financial stability for your family or an ambitious project or travel plan. Martin can help you to put a number on what you’ll need to make your retirement plans happen and put a strategy in place to ensure you’ll get there. With the right investment decisions, a self-invested personal pension could be an effective part of the plan.

 

Why financial advice is so important

Without the right advice and information, it’s easy to choose the wrong kind of pension for you or to make mistakes when it comes to where your money will be invested. Many people also end up with self-invested pensions with unnecessarily high costs. This means that returns that should be helping you to enjoy your retirement, support your family or fulfil a lifelong dream are being used to line someone else’s pockets.

Martin Wilcocks is determined that no one should be paying even an extra penny in unnecessary costs and that hardworking people should be able to realise their retirement dreams. He is known for his tireless work to reduce costs and boost returns for his clients, using his unique CLEARER model and straightforward approach.

Crucially, Martin also takes a holistic approach to each of his client’s finances, which means that the whole picture – from pensions to investments and wealth management in the long-term – is taken into consideration.  

 

Start planning today

To find out more about how Martin Wilcocks can help you make the right decisions about your self-invested personal pension, get in touch today.  

Martin offers consultations on self-invested pensions in Chester, Manchester, Liverpool and throughout the North West, but he’s also happy to offer advice by phone or in whatever way works for you.

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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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

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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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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.

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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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