Cockbain and Associates Wealth Management
Financial Services • 
Liverpool, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | 5 The Beacons, School Lane, Liverpool , L37 3LN, GB |
| Phone number | +444639701 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
Key Contact at Cockbain and Associates Wealth Management
Ian Cottrill
Managing Director
Cockbain and Associates Wealth Management Email Formats
Cockbain and Associates Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Cockbain and Associates Wealth Management
As a Partner Practice of St. James’s Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs. We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by helping any plans put in place to remain effective in the future no matter how your circumstances change. Whatever your situation, we will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business. Some of the services we offer include: Retirement planning Investment Planning Inheritance tax planning Protection (life, critical illness, income protection) Corporate planning, Corporate Retirement planning, Employee benefits. The value of your investment can go down as well as up. You could get back less than you invested. Cockbain & Associates Wealth Management 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). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives. Cockbain & Associates Wealth Management is a trading name of Ian Cockbain Wealth Management Limited.
Cockbain and Associates Wealth Management revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cockbain and Associates Wealth Management has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Cockbain and Associates Wealth Management has never raised funding before.
Cockbain and Associates Wealth Management Tech Stack
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Frequently asked questions
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