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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] ⏵ ⏵ ⏵
With £9.1 trillion invested, many investors don’t realise how the structure of their adviser’s business can influence their returns. Do you know if yours helps or hinders?
Over two-thirds of UK investments are actively managed — but do you know how your portfolio is structured, and whether the approach is working for you?
Almost a third of UK investments are in bonds and gilts. Do you know what proportion of your own portfolio sits here — and whether it’s keeping up with inflation?
Martin Wilcocks is an award-winning adviser who has featured in...
Dr Stephen Downes
" I wanted someone independent, who I could genuinely trust, and someone who had real experience, and that’s how I found Martin. From our first meeting, I was very impressed. He guided us through investment and estate planning and highlighted how our existing arrangements would have left us paying far more inheritance tax than necessary. He built a strategy, using a family trust structure and an investment bond, and it developed from there. Martin now manages virtually all of our finances, and I feel very confident about that "
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Message from Martin Wilcocks
I’m Martin Wilcocks, and I head up Wilcocks & Wilcocks. I’m an Amazon bestselling author, regulated wealth manager, and retirement coach. For over three decades, I’ve been helping people plan for retirement, turn around underperforming investments, and secure their financial future.
Through my proven advisory process, I’ve helped hundreds of clients gain clarity, control, and confidence about their investment and retirement plans — and this assessment is the first step in discovering how I could do the same for you.
I began my career at Barclays in 1989, spending fourteen years across the retail bank before launching my own office in 2003. Since then, I’ve been fortunate to win awards and be featured in The Times, The Telegraph, and The Mail on Sunday — recognition I value, but what matters most is helping people feel secure and confident about their future.
