Martin Wilcocks, the co-founder of Wilcocks & Wilcocks, is a renowned financial advisor and wealth manager who specialises in helping people transition into a financially secure retirement. With over three decades of experience in the financial industry, Wilcocks has been instrumental in assisting hundreds of families in securing their post-retirement future. His approach to financial planning and investment management is based on thoughtful and value-based strategies that are tailored to each individual client’s needs.
Through his multi award winning services, clients benefit from a secure investment underpinned by Nobel prize winning research, academic data and evidence dating back to the 1950s. He also offers consultancy on tax and estate strategies for his clients to pass on their estates securely down the bloodline minus common sideways disinheritance scenarios. With Martin’s expertise and guidance, clients can rest assured knowing that their finances are well taken care of for years to come.
In addition to his thorough and expertly curated financial services, Wilcocks also ensures to save his clients from the excess fees that most people seeking retirement planning are subjected to. Wilcocks works to save his clients from getting ‘fleeced’ while planning their retirement investments, the excess fees from which are estimated to be in the neighbourhood of a staggering annual amount of £78 billion.
Getting down to the core of his services, Wilcocks says, "Our clients secure a retirement without a compromise in lifestyle, with meaningful intervention in the financial lives of their children and grandchildren, with the passage of their family pot to the children, or other beneficiaries, safely and tax efficiently."
Wilcocks is also the AmazonTM number one bestselling author of ‘Bulletproof Retirement.’ Over the last two decade span of his illustrious career running his own FCA regulated private wealth management office, he has been widely featured through the press in The Telegraph, The Mail on Sunday and The Sunday Times. He is responsible for over £140 million in investment funds and other assets for the 247 client families under his care.
To learn more about Martin Wilcocks and his services, visit https://martinwilcocks.co.uk
And you can book a 20 minute consultation with Martin Wilcocks through https://meetings.hubspot.com/martin132.
Media Contact
Company Name: Wilcocks & Wilcocks
Contact Person: Martin Wilcocks
Email: Send Email
City: Liverpool
Country: United Kingdom
Website: https://martinwilcocks.co.uk/
