Cockbain & Associates Wealth Management

Cockbain & Associates Wealth Management is a wealth management office based in Liverpool, specialising in tax planning, retirement planning, and investment planning. They offer services to assist clients with wealth management.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Small
Phone
N/A
Website
cockbainassociates.co.uk
Email
N/A
Locations
5, The Beacons, School Ln, L37 3LN
01704320385
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Cockbain & Associates Wealth Management is operated by Ian Cockbain Wealth Management Limited and is a Active company incorporated on 17 January 2003 with the registered office located in Cirencester, Gloucestershire. Ian Cockbain Wealth Management Limited was registered 22 years ago.
Status
Active
Size
Small
Directors
3
Age
22 years old
Employees
13
Turnover
£2.1M
Total Assets
£4.43M
Cash in Bank
£270.21K
Total Liabilities
-£627.17K
Jonathan Peter Claridge
Director • Chartered Accountant • British • Lives in UK • Born in Dec 1982
Mr Stephen O'Donnell
Director • British • Lives in Scotland • Born in Jul 1969
St. James's Place Acquisition Services Limited
PSC
More information on Ian Cockbain Wealth Management Limited
Teams
All
14
Management
11
Finance
6
Other
2
Nicola Stinson
Operations Manager • Joined Oct 2022
Ian Cottrill
Managing Director • Joined Jan 2025
Ashlee Mitchley
CLIENT SERVICING MANAGER • Joined Oct 2022
Chloe Owens
Business Support Specialist • Joined Sep 2021
Liam Rooney
Client Support Specialist • Joined Jul 2023
Robert Illingworth
Client Support Specialist • Joined Jul 2023
Adam Marsden Dippfs
Financial Planner • Joined Jul 2021
Elliot Ketteringham
Financial Advisor - Ian Cockbain Wealth Management Ltd • Joined Aug 2016
Amber McGuffie
Trainee Paraplanner • Joined May 2023
Nicola Stinson
Operations Manager • Joined Oct 2022
Ian Cottrill
Managing Director • Joined Jan 2025
Ashlee Mitchley
CLIENT SERVICING MANAGER • Joined Oct 2022
Chloe Owens
Business Support Specialist • Joined Sep 2021
Liam Rooney
Client Support Specialist • Joined Jul 2023
Robert Illingworth
Client Support Specialist • Joined Jul 2023
Adam Marsden Dippfs
Financial Planner • Joined Jul 2021
James Moore Dippfs
Financial Planner • Joined Jan 2024
Mark Dunne APFS
Financial Planner • Joined Apr 2023
Guy Wilkinson
Financial Advisor • Joined Sep 2023
Adam Marsden Dippfs
Financial Planner • Joined Jul 2021
Amber McGuffie
Trainee Paraplanner • Joined May 2023
James Moore Dippfs
Financial Planner • Joined Jan 2024
Mark Dunne APFS
Financial Planner • Joined Apr 2023
Guy Wilkinson
Financial Advisor • Joined Sep 2023
Ian Cockbain Dippfs
Financial Adviser • Joined Jan 2025
Elliot Ketteringham
Financial Advisor - Ian Cockbain Wealth Management Ltd • Joined Aug 2016
View 14 members