CLIENT STORIES

Interested in working with Wilcocks & Wilcocks? take a look at their client testimonials below to see what it’s really like to have their expertise in your corner

Martin provided very good advice on how to fund our pensions through the company to save corporation tax.

ADAM MULLINMANAGING PARTNER, SOLUTIONS IN SERVICE LTD

Martin gave me a very clear understanding of how he would transfer my pension and how it would be invested.

DAMEON HULSESANDBACH

Martin is the consummate professional who has always delivered for myself and my business partner Joe Dwek CBE.

ROY KENNYMANAGING DIRECTOR, VVHC LTD

Martin is direct and gives you the facts as he sees them. He didn’t try to sway me to pick something with which I would have been uncomfortable.

STEPHEN LINDEN & CATHY HOODLIVERPOOL

We know exactly how much money we need to build within our financial and retirement plan to achieve our future income goals.

COLLIN DORANMANAGING DIRECTOR, SIS LTD

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.

HELEN LACEYSTOURBRIDGE

I selected martin from a list of 5 financial advisors via the vouched for website. the quality and range of materials on the Willcocks and Willcocks website provided very comprehensive information, but it took me one phone call to be convinced that Martin was easily the right choice. the brief induction he gave me on the mechanics of his management strategy and the initial proposed outline model gave me confidence which reinforced that decision. so far, my initial requirements of facilitating a pension drawdown arrangement has been very efficiently executed and with minimum fuss. I cannot praise martin highly enough, and specifically mary Wilcock who has been absolutely first class in every detail. superb service for anyone needing expert financial and lifestyle planning, I would highly recommend Willcocks and Willcocks, a value and values-driven family-oriented company.

DR TERRY SMITHRETIRED SENIOR LECTURER AND AUTHOR

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.

CHRIS MOSSMANAGING DIRECTOR, ISTIDAMA LIMITED

I took early retirement and wanted two pensions and an isa amalgamated in a way that would fund my retirement. With Martin on board, we don’t see any problems achieving what we are aiming for.

DAVE & ANN MCCANNLIVERPOOL

We were in limbo with no financial plan and then we met Martin and everything changed. We have our pensions sorted, wills in place and everything is in place that we need to secure our future.

JON MCHALEDIRECTOR, TAG INDUSTRIAL SCAFFOLDING LIMITED

He invested for me and I’m very satisfied with his advice and management of my portfolio. I am very impressed with Martin and his dedication to his job. Well done. Keep up the good work.

ROSEMARY COLCHESTERNORTHWICH, CHESHIRE

Martin handles our investments and pensions. We are very happy and value Martin’s advice which has also more recently involved making a will, a business trust and appointing powers of attorney.

BALAZS & KATE HORVATHOWNERS & DIRECTORS, MEDITECH MERSEYSIDE LTD

In handling our retirement plans, Martin explained how the world of money works and provided a hitherto unknown level of transparency.

DAVID & ROSEMARY OWENOXTON

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, who could provide the knowledge and guidance I needed. This search eventually led me to choose Wilcock’s & Wilcock’s. 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 Wilcock’s and Wilcock’s is that this is 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 Wilcock’s & Wilcock’s 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 Wilcock’s & Wilcock’s has proven to be the right one, and I look forward to working with the family throughout my retirement years.

STEVE AUSTINRETIRED ELECTRICAL ENGINEER

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.

JON TAYLORBRABNERS SOLICITORS, LIVERPOOL

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.

NIGEL LACEYSTOURBRIDGE

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.

DAVID TOURNAFONDMOORECROFTS SOLICITORS, LIVERPOOL

Since the day we had our first meeting with Martin he has demonstrated a personal and proactive approach. Hopefully, we are at the beginning of a very long and successful relationship with Martin and the team.

ANDY & ANGELA PERRYLIVERPOOL

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.

PAUL WHITEMANAGING DIRECTOR, APH ACCOUNTANTS LTD

He provided peace of mind around retirement and our future income and everything was explained in a constructive manner, which included any possible downturns. Thank you for the advice its great to be on board.

DAVE & LYNN MORRISLIVERPOOL

I had an IFA associated by my accountants. I was happy with their service generally but in the recent past, felt they’d become lazy and complacent. I’d met Rob during that period and immediately felt comfortable to try. Rob clearly articulated his value proposition, which resonated with me. He then laid out a potential approach and strategy, which was clear and unambiguous. The outcome I was initially hoping for has been achieved. In addition, I had an emergency tax payment to make and rob suggested an approach which netted off my liability to the HMRC. Brilliant advice, done without any drama, centred on finding me a solution. I couldn’t have been happier at that time. I think my story demonstrates Rob went beyond what I could have hoped for. He has my back and I’m forever grateful - indeed I couldn’t ask for a better advisor. I trust Rob implicitly, which must be a great place to get to for an adviser...But he’s set the bar now!

MICHAEL ANDERSONVICE PRESIDENT, EMBER GROUP

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.

ANDREW THOMPSON FCACHARTERED ACCOUNTANT, KENILWORTH ASSOCIATES

Robert has managed to deal with many complex issues and given very high levels of customer service - first-class service all the way.

ANDY MCCLINTOCKINVESTMENT DIRECTOR, THE UK MANUFACTURING ACCELERATOR

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.

MARK FOSTERMANAGING PARTNER, FOSTERS LAWYERS

A very knowledgeable, approachable and likeable professional. I would recommend Robert to anyone looking for financial advice.

MATTHEW HYAMPARTNER, BERRYMANS LACE MAWER (BLM LAW)

I would have no hesitation in recommending Robert to friends and business associates alike. He is genuine, trustworthy and a true professional.

KEITH BRADLEYFOUNDER K. BRADLEY CONSTRUCTION & CONVERSIONS

In the end, my mum’s investments weren’t worth enough for it to make any sense to Rob’s business but, being the generous person he is, he offered to do the necessary admin for free. It saved us an enormous amount of trouble. He then put us in touch with another advisor who (again at no charge) saved us a fortune when my mum passed away earlier this year. Mary Wilcocks went out of her way to meet my sister to pass on files and paperwork, again at no cost. I only started talking to Rob about my own finances relatively recently. I have moved my pensions under his advice and feel in very safe hands. My husband and I are now going through a longer-term financial planning exercise with Rob. Unlike me, my husband had never met Rob, and he’s an economist and an academic but he immediately recognised that Rob knows his stuff. I will happily sing his praises. He’s been helping me for about two years now. He is incredibly knowledgeable and helpful and very generous with his time and advice.

ANTOINETTE OGLETHORPEOWNER, ANTOINETTE OGLETHORPE 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.

STEVE DUNNMANAGING DIRECTOR, ASPEN LTD

His advice has been excellent and he is always there for us if we ever need him.

PHIL O’NEILLWIRRAL

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.

ANDY COCKRAMPROUD OWNER, THE WHITE LION

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.

MARY ELSONHIGHER PENLEY

Martin is a competent financial adviser who stands out from the crowd.

MICHAEL COLLINSDIRECTOR, NAAP ACCOUNTANTS LTD

Martin manages my pension and retirement plan and I am very happy with the good work he is doing.

DR NAVAID ALAMWIRRAL

I was looking for a more personalised advice service. I felt like I was just another number to my last adviser. I was initially hesitant about moving from a very well established and big investment firm to Martin’s smaller family business, and I set out my concerns in a note to him. He has delivered on both a professional and personal relationship level, and from our discussions and meetings, I expected nothing less from him. I‘d had a few bad experiences before meeting Martin but what has become evident is he runs a very professional family team with high standards and having made the move over I feel the right decision was definitely made. We look forward to having a very long and successful relationship.

ANDY PERRYDIRECTOR, COUNTERLINE 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.

BEN EDWARDSASSOCIATE DIRECTOR, AFFORD BOND ACCOUNTANTS

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.

STEPHEN LACEYLOUGHBOROUGH

Martin is a breath of fresh air, explains things properly and his advice has been first class.

ROSS BAIGENTFOUNDER & DIRECTOR, CATACLEAN GLOBAL LTD

I found Martin to be competent and professional.

DR RICHARD AZURDIAWIRRAL

He knows his stuff and is a really great guy to work with.

ROY JOHNSONPROFESSIONAL GOLFER, WIRRAL

In a time of economic uncertainty, I was looking for some direction and stability. Rob took the time to talk with me over different ways in which to invest and save money and now I am more than happy in the direction we are going in.

STEVEN JONESWIRRAL

I’m based in the UAE and UK and I was sitting with money in the bank earning nothing and some shares that I’d had building up for a few years. I had met advisors in 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 can be achieved and a flexible approach. I’m very satisfied with Martin’s personal touch and his support from his wife which 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.

PHILIP MYLESGENERAL MANAGER, MENARD VIBRO