Ian Cockbain Wealth Management Limited

: 5 The Beacons, Formby, Liverpool, Merseyside, L37 3LN

: FCA Number: 416200

Website Image of Ian Cockbain Wealth Management Limited

Ian Cockbain Wealth Management Limited is a reputable financial firm based in Formby, Merseyside near Liverpool. Regulated by the FCA under number 416200, we expertly navigate our clients through life's financial journey, specialising in financial planning and regulated advice. From investments to pensions retirement advice, to final salary pension transfers, we provide a comprehensive suite of services tailored to each client's unique circumstances. Providing services across Liverpool and surrounding areas, we're also approachable, often assisting local families and first-time investors to make informed decisions about their finances. You will find us at The Beacons. Trust us to guide your financial future with confidence.

Their team includes 10 financial advisers. Check FCA registration here.

Ian Cockbain Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Ian Cockbain Wealth Management Limited from the Motorway

From the M57,
maintain a rightward course to proceed on Broom's Cross Road/A5758. Adhere to the signs for Southport, Formby, A565, Ormskirk, A59, Preston, M6, Sk'dale, and M58.
Upon reaching the roundabout, make use of the second exit onto Southport Road/A565. Persevere in trailing A565.
At the ensuing roundabout, utilise the first exit onto Liverpool Road/B5424. Progress through one roundabout.
At the following roundabout, make use of the first exit onto Three Tuns Lane.
At the subsequent roundabout, utilise the second exit to remain on Three Tuns Lane.
At the final roundabout, use the third exit onto School Lane. Your destination will be situated on the left side.

List of advisers under Ian Cockbain Wealth Management Limited:

Ian Cockbain Wealth Management Limited 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.