The Investment Performance Assessment

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Martin recorded this video in August 2022, just after Bulletproof Retirement had been published, and it's now even more relevant today in 2026. Taking the 15-question assessment might uncover potential blind spots, and you'll also get instant, actionable steps to improve your portfolio. At the end of the assessment, you will be able to claim a complimentary EVest X-Ray Analysis™ - a dynamic, visual and narrative overview of an existing pension, general investment, or ISA portfolio. It's a service listed in our heads of terms at £1497.00, and is potentially yours, provided at our expense.

[Tip: Watch the video at 1.25 x speed] ⏵ ⏵ ⏵

Wilcocks & Wilcocks Martin Wilcocks and Bulletproof Retirement are trading styles of Wilcocks & Associates Ltd, a company registered in England and Wales (No. 06805421). Authorised by the Financial Conduct Authority (FCA) and entered on the Financial Services Register (No. 501064) to conduct investment advisory business. Past performance is not indicative of future results. The value of your investment may go down as well as up. North: 5th Floor, Horton House, Exchange Flags, Liverpool. L2 3PF. South: 239 Kensington High Street, London. W8 6SN. Tel: 0345 200 4041. National coverage throughout England, Wales & Scotland. In compliance with MiFID II and FCA regulations, all telephone calls and video meetings are logged and recorded.

Frustrated with Low Returns on your Pension, ISA or Investment Portfolio?

Take our 15-question assessment and get instant feedback, discover the possible reasons why — and learn what you can do to fix it

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The Key Dynamics

* Investment Association latest edition - October 2024