Trusted financial advice
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.
Practice Brochure
We're delighted to welcome you to Cockbain & Associates and introduce our new Practice brochure, created to give you a clear and engaging overview of who we are, what we stand for, and how we support our clients throughout every stage of their financial journey.
At the heart of our Practice is a simple belief: financial advice is most effective when it is tailored, forward-thinking, and built on trust. Inside, you’ll discover 'Our Story' and the values that shape our approach, along with our 'Wheel of Service' and our partnership with St. James's Place, which provides access to world-class insight and investment expertise.
We hope this brochure gives you a strong sense of who we are - not just as advisers, but as a team dedicated to making a meaningful difference in the lives of our clients.
Testimonials
Addresses
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.
