Our evidence

In 2011 our service proposition is groundbreaking.  You don’t need to take our word for it either. Within the FT Money Marketing press on March 18th 2011 the industry recognised our position. Our client relationship management system and combined True Potential Wealth Management Platform now leads the way in how the financial services and wealth management industry goes about it’s business. Ian McKenna a Director from the Finance Research Technology Centre said "Instinctively I believe it may have just set the new standard to aspire to’’. 

In 2010 we put together a library of client case studies that we continue to add to. If you are a client and wish to be included please contact us. These testimonials demonstrate we mean business and offer real tangible and trusted support. They are evidence that we are extremely proud of what we do and can be viewed within our website. We also have a video that can also be viewed on our website that shows real clients talking about their experiences of working with us. It is not a highly polished corporate video. It is a simple transparent video that tells it as it is.

In 2009 Wilcocks & Associates was both nominated within the category of, and short listed for, the prestigious Financial Services Award at Liverpool’s Business Oscars. Our fellow nominees were renowned businesses Rensburg Sheppards who have since been bought out by Investec, Midas Capital now MGM Capital and Rathbones Investment Management who between them have a collective trading history that spans over 400 years. We think this is compelling evidence in itself.

awards