Martin Wilcocks

Are you looking for an exceptional Wealth Manager who can transform your financial future? Look no further. I am Martin Wilcocks, a renowned adviser with over 35 years of experience in banking and wealth management, featured in prestigious publications such as The Sunday Times, The Telegraph & The Mail on Sunday. As an Amazon Bestselling Author and Retirement Coach, I am widely recognised as one of the top advisers operating in the UK. Having spent 14 successful years at Barclays, I embarked on a journey and established my private wealth management office back in 2003. Since then, I have proudly served hundreds of families and individual investors, supporting over £140 million in investment funds and estate assets. My track record has been built through organic growth and word-of-mouth referrals, a testament to the trust and satisfaction of my valued clients. My mission is to empower families to take control of their life and retirement through my exclusive Clearer™ framework. By deeply understanding your goals, values, and aspirations, I provide a tailored approach that combines strategic listening, planning and implementation of financial, investment and estate advice. What sets me apart is my unwavering commitment to linking your financial plan to an evidence-based investment and succession strategy. I ensure the seamless transition of your estate to your chosen beneficiaries, including your children or charities, safely and tax efficiency. Together, we will create a legacy that transcends generations, safeguarding your hard-earned wealth for children, grandchildren and causes you hold dear. At retirement, I help you decipher the magic number—the key to unlocking your dreams and aspirations. Drawing upon eight decades of Nobel prize-winning, evidence-based research, I expertly invest on your behalf, maximising returns while minimising tax liabilities through the intelligent utilisation of annual allowances. I leave no stone unturned in preparing for unforeseen circumstances, such as premature death or illness, ensuring your family's financial security remains intact even in the face of adversity. But my dedication doesn't end there. I am also proud to be an ambassador and sponsor for Save the Children, as well as a sponsor of the B1G1 program, actively supporting the United Nations Global Goals. By choosing my services, you not only secure your financial future but also contribute to these meaningful initiatives that make a positive difference in our world. Now is the time to take control of your financial destiny. Join the ranks of my esteemed clients and experience the unparalleled expertise, unwavering dedication and exceptional results that define my private wealth management office. Together, let's build a legacy that lasts. When you reach the later stages of planning or transition into retirement, it's common to feel overwhelmed with managing existing pensions, ISAs, and other investments. You might have lost track of where your money is invested, what fees are being charged, and what you can expect to receive in retirement. I provide clarity, transparency and a plan that you will understand. Now, let's dive into an important aspect of investment management that you need to be aware of. High-cost, actively managed investment strategies offered by glossy networks and their advisers often fall short of expectations. In fact, the latest Investment Association report reveals that 69% of the £9.4 trillion invested in pensions, ISAs, and investment portfolios is actively managed by advisers who attempt to handpick stocks, funds and bonds. However, statistics show that in at least 8 out of 10 cases, a passive investment strategy that tracks market indices, such as the FTSE in the UK or the S&P in the US, tends to outperform active strategies. But that's not the only issue. The excess fees associated with active strategies can range from 1% to 3% more per year, resulting in billions being drained annually from ISAs, pensions, and investment portfolios through expensive advisers and financial networks who promote active funds and managers. Consider this: Just a 1% difference in fees can cost you an extra £3,000 every year on a £300,000 portfolio, which goes straight into the pockets of those expensive advisers. I want to help you break free from this multi billion annual problem and reclaim what's rightfully yours. Since the launch of my book, "Bulletproof Retirement," we have been onboarding new clients at an increased rate. If this growth continues, we may soon reach capacity. Are you willing to stick with an overcharging network that burdens you with high fees, penalties and underperforming funds? If you're comfortable paying around 3, 4 or 5% in initial fees and enduring ongoing fees of around 2.5% per year, covering various layers of costs, then perhaps we're not the right adviser for you. However, if all of this sounds unappealing and you're ready to make a change, then we may be the right fit for you. Don't assume that you're locked into your current situation. Reach out to me, and together we can explore your options. The extra percentage or two you're currently giving away can be used within your family instead of lining the pockets of expensive networks and their fat cat directors. To get started, contact me directly on Vouchedfor. Let's take control of your financial future. Reach out to me today while there's still availability.