Overview

IS YOUR NEST EGG BEING RAIDED? From endowment mis-selling and the global financial crisis to pension transfer and PPI scandals: UK financial services exploit customers rather than serve them. Our pensions and investments are also under attack – high-cost financial advisers, glossy financial networks and ineffective expensive investment managers are taking £64 billion out of our pensions and investments every year. Make a stand against these archaic practices and save yourself and your retirement from the biggest scandal that nobody is talking about. Read Bulletproof Retirement and understand how to: Identify what your future ideal lifestyle looks like and plan ahead to achieve it Become financially organised and set clear goals for investing, with a portfolio linked to these goals Enhance the monetary value of your plan and portfolio by maximising your pension, ISA and CGT allowances Reduce your exposure by establishing a backstop that strips out risks within your personal and business life Protect your hard-earned wealth and pass it on to children and other beneficiaries safely and tax-efficiently Remain focused on your plan, keep your goals on track and avoid making emotional decisions about your wealth

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9781781336267

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Martin Wilcocks is a financial services veteran of some 30 years’ standing who has featured in The Times, The Telegraph and The Mail on Sunday as one of the UK’s top financial and investment advisers. Wilcocks & Wilcocks currently manage over £124m of assets and investments for their clients.

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