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
Mr Ian McKenna - Director
Finance & Technology Research Centre
Are You Looking For . . .
Financial Times
Money Marketing 18th April 2011
What Our Clients Say . . .
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
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
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Company Registration No. 06805421
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Data Protection License No. Z1931924
Directly Authorised by the FSA No. 501064
