Welcome to Cockbain & Associates Wealth Management

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.


What we do

We are a trusted and well-established wealth management office based in Liverpool, specialising in tax planning, retirement planning, investment planning and more. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Promotions

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Testimonials

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We are extremely happy with Guy Wilkinson. He is always helpful and explains complex details in a way we can easily understand. Although we were initially apprehensive when our adviser changed, this quickly proved unfounded. We would wholeheartedly recommend St. James's Place, and especially Guy. As...
Private Client| Formby

SJP Approved 11/09/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Cockbain & Associates Wealth Management is a trading name of Ian Cockbain Wealth Management Limited. Ian Cockbain Wealth Management Limited is registered in England and Wales, Number 04639701. Registered Office: 5 The Beacons School Lane, Formby, Liverpool, Merseyside, L37 3LN.