How having too much of your pension or investments allocated to fixed-income investments, could result in you running out of money during your twilight years.
Fat Cat Excess
If supported by an adviser who is with a large financial network, you might pay more than you need to in fees, due to excessive costs some networks charge.
Active Management Drag
Relying on an adviser who promotes actively managed investments or funds could see your retirement plan fail, because many perform badly.
For anyone needing expert financial planning, I would highly recommend Martin and Mary at Wilcocks & Wilcocks. It's a values-driven, family-oriented firm that has served me and my family very well indeed.
Andy & Angela Perry
Knowsley
We'd had a few bad experiences with financial advisers before meeting Martin, but it became evident he ran a very professional family team with high standards, and having made the move the right decision was definitely made.
Mary Elson
Higher Penley
Martin and Rob's support over the years has been immense. I have peace of mind, a financial retirement plan that I understand, and I have complete confidence in the support of the team. Honestly, I would be lost without them.
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. Capital at risk. Information provided in presentations is for educational purposes only and should not be construed as personalised investment advice. Such advice is available following a complimentary consultation.