Its likely that a large chunk of your portfolio is invested into defensive fixed-income investments. As an asset class, this used to work in the 70’s and 80’s when people tended to retire at 65 and live until 75.

Nowadays, we don’t think it will get you through a three-decade retirement, and if relying on fixed income to get you through retirement you may outlive the money.

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Hillary WalkerWealth Builder
Listen to the Experts

Instead of a fixed income flatlining strategy doing 5% annualised, exposure to a well-diversified equity model that has done over twice that, if looking back over any period of time, will serve you far better.

Try not to listen to the purists and economists and any negative nancie’s who fail to grasp the value within the global equity market and its history and instead preach using technical blurb and negative reasoning and put the fear of god into you.

Many experts and we use the word loosely spend their lives showing off their knowledge, confusing people and talking technical. Our advice is ignore it and don’t listen. We will give you 90% of everything there is to know (we promise you that’s the big detail and main play here) and it will be giving you 100% of everything important.

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Martin Wilcocks

"I cannot praise Martin highly enough, and specifically Mary Wilcocks who has been absolutely first class in every detail. Superb service for anyone needing expert financial and lifestyle planning."

Invest with us today and secure your future

There are two asset classes that you can put into your pension, isa or general investments into that will literally supercharge your plan having outperformed main equity markets since time began. Cash 1%. Fixed income 5%. Large cap developed world equity 10%. And these two have returned around 15%. Just think about that in relation to your investment pot right now and then compound it year after year.

We think our service will pay for what we offer a hundred times over, minimum.