What the press said about our system
What happens when you take one of the best client management systems in the market and then they bolt on their own platform?
This software and support service achieved the highest score in our recent adviser software benchmarking study, and the highest number of five-star ratings when we measured the underlying elements of such systems.
Each individual client is given their own personal website. This is all taking the level of integration between adviser systems and the wrap platform way beyond anything else I have seen to date.
This is exactly the sort of execution I have long believed is the best way forwards for advisers and the platform community.
It shows what can really be achieved by making the platform and client system really work together. Instinctively I believe it may have just set the new standard to aspire to.
We provide a private and personal website for every client to view and store all financial information
Backed up with a supporting Smartphone Application - APP
Through their own websites our clients have unique tools that enhance how they access and manage their financial information
Our clients accounts can be accessed and managed via IPhone / IPad / Tablets / BlackBerry / PC / Google Android / HTC
Our clients private websites are protected with the same 5 layer 128 bit socket security and protection as on line banking.
Becoming a client gives you access to over 4600 collective investment funds, over 1000 Exchange Traded Funds (ETF's) and over 5000 individual shares
Get a direct passport to pre selected investment strategies with funds under management of £274 Billion as at April 2011
We pass no initial charges on investment funds saving our clients up to £5250 on every £100000 invested
Up to 50% of annual fund manager charges are rebated to our clients Pension, Isa or general investment Accounts
Get Real Time Valuations (RTV's) on a dashboard at the touch of a button
Our system and investment platform won the Best Use of Technology Award at the Financial Times Money Marketing Awards 2011
In April 2011 our system was awarded the highest number of Gold Stars when compared to others in the industry
Our Self Invested Personal Pension (SIPP) received an E Excellence Rating at the Financial Times Money Marketing Awards 2011
Our Individual Personal Pension (IPP) was also awarded the same E Excellence rating as our SIPP
Get Engaged. Get in Touch. Get on board with a Wealth Management company that works, performs and delivers
Call now on
0151 601 4390
Wilcocks & Associates range of services and expertise in financial services and wealth management is a great outlet when clients ask “do you know a trustworthy and competent” adviser?
Michael Sandys, Solicitor, Jackson Canter
We have bookkeeping, tax, and financial services support all from one firm, which is great from many perspectives, not least the amount of time it saves me...All of the services are of an extremely high quality.
F Brennan, Safety Lane Investments, Wirral
Having personally reviewed Wilcocks & Associates' investment strategy, I am completely confident in how they invest and manage client's money. Their client facing systems / client websites are also first class, as are, in my opinion, their estate planning services. A great boutique firm of advisers
Fergal O'Cleirigh, Partner, Bermans Solicitors
You knew how to improve our functions and finance position straight away. It’s been a brilliant move and we continue to benefit.
Mr P Gledhill, Bromborough
I found you to be very professional and want to add value to our business. You can identify ways that we could streamline our processes and save on cost. I would recommend to other businesses without hesitation.
Mr P Gledhill, Bromborough
I was a bit sceptical at first (of accounting value) but I can’t think of one reason why other businesses wouldn’t take the first class services and support that we do now.
Mr P Gledhill, Bromborough
We are extremely happy with the service delivered, protecting our parents estate whilst offering great returns on their money. Much improved in every sense on the bank we used to go to for everything !
Mr P Gledhill, Bromborough
We are always keen to work with Wilcocks & Associates. They look to add value for their clients, and with the services they offer, are well aware that tax planning is key for holistic, quality advice.
Mr P Gledhill, Bromborough
I had not given much thought to the tax implications of moving my pension abroad, however with hindsight I don’t know where I would be without your advice now.
Mr P Gledhill, Bromborough
We had no idea about the trust you recommended was even available to us. You have helped us to mitigate inheritance tax, and ensure that our home and assets will be passed to our children when we pass away. Thank you.
Mr P Gledhill, Bromborough
Robert is an energetic and passionate practioner. Tireless in his pursuit of excellence for his clients. Knowledgeable and effective, his team are always looking for new ways to bring benefit to their offering and their clients.
Mr P Gledhill, Bromborough
Thank you for your advice on our wills and the recommendation of certain trusts to help pass on our wealth to our children, and at such a reasonable cost. It was a pleasure doing business with you”
Mr P Gledhill, Bromborough
I have known Roy on a personal and professional basis for many years and his property knowledge, innovative solutions and integrity are all of the highest order.
Mr P Gledhill, Bromborough
Through first rate advice we were able to dispose of a unique, 80 acre equestrian centre. Extremely happy with the service and result.
Mr P Gledhill, Bromborough
A real asset to any project. Dedicated all the way through to completion.
Mr P Gledhill, Bromborough
You took on a number of problematic sites for us and methodically delivered on your word: Delivered the pledge to secure guaranteed exits for the sites on behalf of Penmarric.
Mr P Gledhill, Bromborough
Robert is a committed professional who is always prepared to go the extra mile to ensure his clients are never let down.
Mr P Gledhill, Bromborough
Excellent service and we were also really pleased and surprised at the value for money compared to our previous arrangement.
Mr P Gledhill, Bromborough
We have known Robert for 10 years and he's looked after us throughout the entire period. I would recommend them to anybody.
Mr P Gledhill, Bromborough
Rob listens to his Client's requirements and interprets them to a 'T' by providing original and innovative solutions. Thinking outside the box as well as offering solid traditional solutions is part of his expertise and ability.
Mr P Gledhill, Bromborough
Robert manages our retirement and estate plans, and does a very good job. I like the way he is responsive, honest and proactive with our money.
Mr P Gledhill, Bromborough
We have only been live on your platinum platform for a month and already we can now truly see the benefits of the service you provide...
Mr P Gledhill, Bromborough
Having real time valuations at our fingertips saves us a significant amount of time and effort keeping track of our assets and investments...
Mr P Gledhill, Bromborough
The service provided and the quality of the proposition offered are, in my humble opinion, of the highest second to none. Long may it continue...
Mr P Gledhill, Bromborough
Having reviewed the Wilcocks & Associates investment strategy, including goals based asset allocation reviewed daily, I will have no hesitation in referring my clients for advice...
Mr P Gledhill, Bromborough
Wilcocks & Associates' range of services and expertise in financial services and wealth management is a great outlet when clients ask "do you know a trustworthy and competent adviser?"
Mr P Gledhill, Bromborough
I can’t believe I have a SIPP with unlimited investment choice for £99 a year.
Mr P Gledhill, Bromborough
I previously paid in excess of £1500 a year to my SIPP. You have instantly saved me £1401 annually in costs. Brilliant.
Mr P Gledhill, Bromborough
Rob is a joy to work and I trust him to manage my wealth.
Mr P Gledhill, Bromborough
Copyright © 2011 Wilcocks & Associates Limited
Company Registration No. 06805421
Consumer Credit License No. 615603
Data Protection License No. Z1931924
Directly Authorised by the FSA No. 501064
Member of Simply Legal & Associates
