INDEPENDENT WEALTH MANAGEMENT & PRIVATE OFFICE

I had been speaking with a number of people on ways to invest in value stocks that had lots of headway for growth but I was being encouraged to make it my full time gig to understand how to value companies, invest into them and then monitor them, and I wasn’t sure I had the time orinclination. I found Martin and straight away what he was saying made complete sense to me. Instead of trying to work out which value companies where the ones to watch he showed me how buying all of them within his fund did the job and banked the returns I was looking for. We also got into investing in smaller companies and I now have a portfolio that invests using tons of evidence. It feels right and makes sense to me. He started to dig deeper by talking about life in general and he was really interested in what I was looking to achieve in the wider sense and the penny soon started to drop that having him as my wingman was going to be really useful.

Martin’s philanthropy is truly inspiring, and his newsletters are always personal and relevant. I had read many of his messages while I was still working and appreciated his book, which offered valuable insights. What ultimately led me to move my advice to Martin was the lack of enthusiasm my previous adviser showed when I received a retirement lump sum. The easy path was always taken, and when I retired, I started questioning the 'value for money' of the fees I was paying and felt somewhat let down. Martin’s website stood out to me and instilled confidence, and noticing a testimonial from someone I knew from my working days added another layer of trust. When I met Martin at his office, he came across as caring, sincere and concerned. I could see he was running a genuine family business and from our first meeting, I felt very comfortable and knew I could trust him. Martin is a details man, which is excellent in my book and he has given me a completely new perspective on investments and estate planning, enlightening and, admittedly, a little daunting at times! I know I’ve made the right decision moving my advice over to him and would happily endorse Martin to anyone seeking financial and investment guidance. I look forward to a long and mutually beneficial relationship. Thank you, Martin, for being so helpful and efficient.

Having recognised I needed the help of an independent financial advisor, I set about a comprehensive search of who I believed I could work with, and who could provide the knowledge and guidance I needed. This search eventually led me to choose Martin Wilcocks at Wilcocks & Wilcocks. Following an initial meeting at their offices in Liverpool, I probably became one of Martin’s hardest challenges to win over, due to having several complex pension issues. Martin quickly provided an outline plan on how he saw best to resolve my situation. I was able to challenge and test Martin throughout this process to ensure I had the best solution possible. One of my other reasons for choosing Martin was that it's a family run business. When utilised effectively, I believe the power of a family working together to meet individual customers' specific needs, cannot be beaten and this has been proven to be the case thus far. To date they have exceeded my expectations, both with their service, as well as meeting the financial returns I expected, which in these uncertain times is not an easy task. My decision to go with them has proven to be the right one, and I look forward to working with the family throughout my retirement years.

I’m based in the The UAE and UK and I was sitting with money in the bank earning nothing and some shares that I'd been building for a few years. I had met advisors in The UAE but investing there isn’t easy and doesn’t feel comfortable. I did some searching across the internet in the UK and I came across Martin through positive reviews online. I contacted him and some other advisors and he was very active and involved from the first contact and I soon decided this was the person I should speak to. We had a couple of video calls and I went to meet him on one of my trips back and felt very comfortable with some straightforward advice and explanations, no big claims of what could be achieved and a flexible approach. I’m very satisfied with Martin’s personal touch and the support from his wife and sister, gives a positive family feeling to the set up which is very professionally run. Pleasingly, they even carry that through to how my account is set up so I can set something aside for my daughters under the same umbrella. I have no hesitation in recommending Martin and his team.

I read your book, and it was genuinely the most important book I had read in years. As someone who was nearing retirement after a career in Financial Services, it confirmed so many doubts I had about pensions and proved them right! The clarity it gave me was invaluable. I knew exactly what I needed to do to complete my plan, and it became a game changer for me and my husband. I recommended it to all my family and friends they simply couldn’t afford not to read it. Its now been a few months since John and I moved our pensions to you, and we couldn’t have been happier. You and Mary took such great care in gathering all the details from our previous providers, presenting clear recommendations, and ensuring we had all the information we needed to make informed decisions. We now have complete peace of mind knowing our funds were invested wisely. The platform is excellent offering up to date and historical performance at the touch of a button and it is so reassuring to be able to access this whenever we want.

As a pension investor, I found myself completely disillusioned with my previous provider. The returns were poor, the communication was non existent, and the entire experience felt faceless and impersonal. It was almost impossible to make sense of the chaotic way they applied my returns and whenever I needed assistance there was no one to speak to, just a huge, well known company incapable of providing any practical help. A couple of years ago, I decided enough was enough and set out to find "the best out there." I met with numerous financial advisors, ranging from large firms to smaller outfits. Then I had the pleasure of meeting Martin Wilcocks, and it didn’t take long into our conversation for me to realise he was different. Martin’s open-book transparency and genuine sincerity immediately put me at ease. Trust is everything to me, and I can honestly say I trust Martin completely. He has brought clarity and purpose to my investments, and taking a realistic stance on returns, I can confidently say they’ve far outperformed my previous arrangements. Beyond the numbers, I value Martin's ongoing support and the personal attention he brings to the table, qualities I never experienced before. I remain genuinely grateful to Martin for turning things around for me and for providing an investment experience I can finally feel confident in.

After losing my husband in 2021 I was rudderless, and it is impossible for me to overstate just how incredibly helpful Martin has been since I was introduced to him. The challenges I faced were immense with unresolved conflicts between my late husband's executors prolonging the entire process of having his estate transferred to me. Unfortunately, those issues had not been addressed effectively by the solicitor handling the process, leaving me in limbo for over two years during an already incredibly painful time. Martin worked tirelessly, often pitted against a brick wall of unresponsive solicitors and family members and his perseverance in getting results against all odds has been nothing short of remarkable. As I write this review, approaching Christmas 2024, I can honestly say that Martin has completely turned things around over the past year and I can’t believe how much better he has made this Christmas for me, thank you Martin. I am so fortunate to have you as my adviser. Throughout the entire ordeal, you were always just a call or email away and you dealt with me kindly and patiently whilst I was fragile. The investment platform I now use is also incredibly easy to navigate (and I am terrible with technology!), which has been a huge relief too. I would highly recommend Martin and his team, including his sister and assistant Mary. Together, they are the best financial advisors anyone could wish for. Martin’s book is also an excellent resource for understanding his motivation and approach and tells you everything you need to know about him.