The following videos and written testimonials from our clients share their real life stories on how we have added value.
Retired / Still Busy
Chief Executive Officer
Document Direct Ltd
Ex Professional Footballer
Safety Lane Ltd
Head of Property & Partner
Solutions in Service Ltd
Dr Richard Azurdia
Private Consultant & Dermatologist
Solutions in Service Ltd
Ex Professional Footballer
Director, Safety Layne Investments & Safety Lane Accounting
Always happy to deal with Rob and Martin, they do what they say they are going to do. Our relationship goes back to 2000 - they are personable and experts in their field.
(Retired Civil Servant & world's best Ultra Distance runner)
I contacted Robert as I was about to retire and needed to spend savings on house renovation. I needed advice on the best use of release of funds for the renovation and sorting pensions out together with future income. He provided very useful advice and tax savings. Thus far, so far so good!
Rob Wilcocks has been a fantastic advisor. I am not good at organising my financial affairs and need the help of an advisor I can trust. I particularly appreciate his proactive approach.He does not wait to be contacted but keeps a close eye on my affairs and makes sensible recommendations if he feels that improvements could be made. He has stopped me making hasty decisions and I feel confident that he is giving me advice that is appropriate for my circumstances and in my best interests. I have been very happy with Rob's approach to the management of my affairs.
Managing Director, APH Accountants
I was looking to work with a Financial Advisor who was trustworthy and knowledge enough to deal with my business clients. Martin ticks all the boxes on both counts coupled with a high degree of professionalism and integrity.
Robert has also dealt with a number of clients financial planning needs who have given me excellent feedback on his services and have been delighted with the introduction.
I wanted some help, advice and support on how to manage my finances generally. I have a property portfolio, various pensions, and I knew I could be more efficient at organising the way my finances were allocated but I didn't know how to do it. Robert helped me to organise my mortgages more efficiently, helping me to better invest some of the capital released in a savings plan and not only this I am now paying less and saving more. I had a suspicion this could be a solution but Robert was the brains behind the structure. I have complete clarity about my plan from now present day moving into the future.
Investment Director, The UK Manufacturing Accelerator: Venture Capital & Private Equity Investor
Rob Understands my financial goals and what level of risk I'm willing to take to get there. His evidenced based investment approach to equities is particularly compelling, as it lays out in simple terms the nature, benefits and potential returns of index / asset class investing. This makes it easy to select the necessary equity strategy for the immediate period but also gives clarity to when I should be looking to re-allocate my funds in the future in line with my goals. The evidence based investment means that it takes personality, fund manager changes etc out of my financial planning equation, which is a huge benefit.
Partner, Berrymans Lace Mawer (BLM Law)
Robert instilled confidence that the products he recommended best suited my needs. He is a consummate professional who provides a transparent and friendly service.
Chris Moss Managing Director - ISTIDAMA LTD
I would have no hesitation on recommending Martin to friends and business associates alike. I have known him for over 20 years. He is genuine, trustworthy and a true professional.
Founder & Director, K. Bradley Construction & Conversions
My 2 pensions were going giving me a very bad return, weren't looking good for ten years time, when i will be needing the cash and so i decided to look for advice. Rob came to see me at first. I was tentative - but he gave me time to think, and we went through things a few more times until i was happy to sign my stuff over. I've been delighted with the service and performance but he does need to support a better football team !
I was looking for professional advice on my finances and was recommended Robbie as a trusted associate of a colleague. Rob offered the relevant guidance to me in how best to structure, and plan my future finances - an area I am lacking in - and was absolutely delivered on the outcomes I was hoping for.
CEO - CIRCULAR (A now backed Kickstarter brand )
A very knowledgeable, approachable and likeable professional. I would recommend Robert to anyone looking for financial advice.
Head of Discretionary Sales at Franklin Templeton Investments
I would be happy to recommend Martin and Robert. My experience is that they are very thorough and professional. I like the fact that the firm were very early adapters of the wealth management model and the focus always seems to be on delivery for clients.
Managing Partner, Solutions in Service Ltd
Martin provided me with my own SIPP and also an idea on how to fund it through my company funds to save corporation tax. I got more than what I expected. Very good advice.
I needed to group together old pension plans that I hadn't looked at for some time and Martin put them into a new sipp pension for me. I'm now in control with online access and I am pleased with the results.
Risons Estates Ltd, Manchester
My investment portfolio needed attention as I had too many funds in too many areas. I had lost track on where my portfolio was invested and the costs that were being charged. I am very confident in how my portfolio has been restructured and Martin was excellent.
Comprehensive, personalised advice. Martin is enthusiastic and patient.
My husband and I were approaching retirement and didn't think we were knowledgeable enough to make our money work in the best way for us. Martin and Rob carefully looked at our situation and our aspirations and advised us accordingly. They are always approachable, friendly and kind. Rob arranges regular update meetings and comes up with things without me having to ask. My husband sadly died shortly after he retired, 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.
Managing Director, Kelsall Services Ltd, Cheshire
We arranged wills with a business trust and powers of attorney. I suggest Martins services to other business people. He is always thinking ahead and he encourages me to think big.
Martin gave me sound and simple investment advice.
Compared to other advisers I discussed the matter with it was clear Martin was going to be my best option.
Managing Director, NAAP Ltd, Southport
I own and manage my own business and wanted a plan to sell it to support me in retirement. He created a financial plan that showed me the cost of meeting our lifestyle needs later on in life. This has guided me on how much I need to sell for and I have a clear understanding of the numbers.
Martin was recommended by my Accountant and lived up to expectation.
Martin was quick to understand the areas in which we needed advice. Without his support, knowledge, and experience the correct products may not have been identified. 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 outcome.
I needed investment advice. By working out my risk tolerances and setting up my investment portfolio accordingly Martin delivered a very sound portfolio that I am confident with. He is very professional and makes the complex uncomplex.
Managing Director, EcoMech Ltd
I had old pensions and no idea how much they were worth or what they were due to give me. He showed me what they would likely pay, when I hit 60. He also showed me where they invested and the costs and charges. I now have a simple pension that costs less and performs better.
I am a trustee of a disability injury trust and required sensible investment advice. Martin has a belief in using a certain system that I have also bought into. I am confident that my Trustee responsibility to invest appropriately and my duties in this regard have been satisfied.
I wanted to put my house into a trust for my children. I was very impressed with the advice. Martin was very knowledgeable and handled the work quickly.
Man Wai Chan
Sino Swan Ltd
Martin explain in detail each step that needed to be taken and rang with updates on the process which gave me confidence the was dealing with our application professionally.
Joe Dwek CBE
The results that Martin obtained were to the satisfaction of the Board. The short-term funding has enabled us to complete our project and move forwards.
Tag Scaffolding Ltd
What Martin did was good because he forced dates in the diary upfront to go through his various stages from the financial plan to how to invest and also the risk and estate planning parts that we also needed. We didn't have wills either and he has sorted everything. I would recommend his services to other business owners as it forces a focus on the important things that need to be dealt with.
Martin has a set way of advising. He has a set view on what route he takes me down and is very confident it works. It gives me confidence in his advice.
I had pensions that hadn't been reviewed for some time and I was worried about the charges. Martin showed me how much everything was worth and where the funds invested and how much they were being charged. His service also reduced the costs and by using his academic approach I now have the potential to get more back at retirement.
Senior Manager, APH Accountants
I first contacted Martin, having met a number of other financial advisers, with the intention of finding somebody I knew I could trust to refer clients to. Martin immediately showed me how he could help my clients. I haven't heard anyone say a bad word about Martin, everything he has done for me has been absolutely spot on.
I can honestly say there is nothing Martin could have done better. It's a refreshing change to see someone deliver such an exceptional service.