Wilcocks & Associates Ltd

Reference number: 501064

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When wilcocksandwilcocks.co.uk first appeared online, and whether it can receive email
  • What kind of line 0345 200 4041 is
  • Who else gives the postcode L2 3PF
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Other names (10)

If you were contacted under any of these names, it is this firm.

  • Bulletproof Retirement Trading name: A name it trades under now.
  • Martin Wilcocks Trading name: A name it trades under now.
  • Quantum Life Trading name: A name it trades under now.
  • Wilcocks & Wilcocks Trading name: A name it trades under now.
  • Quantum Former trading name: A name it used to trade under.
  • Wilcocks Bridging Finance Former trading name: A name it used to trade under.
  • Wilcocks Commercial Former trading name: A name it used to trade under.
  • Wilcocks Insurance Former trading name: A name it used to trade under.
  • Wilcocks Mortgages Former trading name: A name it used to trade under.
  • Wilcocks Wealth Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
29 January 2009 (17 years old)
Registered office
Horton House, Exchange Flags, Liverpool, L2 3PF, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities of insurance agents and brokers (SIC 66220)
  • Activities of patent and copyright agents; other legal activities not elsewhere classified (SIC 69109)
  • Tax consultancy (SIC 69203)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Peter Wilcocks Director Sep 1982 29 Jan 2009 1 other company
Martin John Wilcocks Director Feb 1972 23 Oct 2012 10 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
10
closed down
5
went insolvent
1

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£169k

No earlier figure to compare

Owed within a year

£191k

−14% from £221k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06805421. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Wilcocks & Associates’s history from the FCA register and Companies House, newest first.

2017

29 January 2017

  • Martin John Wilcocks became a part-owner (25–50% of shares)
  • Robert Peter Wilcocks became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

19 August 2009

  • Became authorised by the FCA

FCA register

29 June 2009

  • Regulated by the Financial Services Authority from this date

FCA register

29 January 2009

  • Incorporated at Companies House

Companies House

In the full report: all 30 events

  • All 30 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like Wilcocks & Associates

Other firms of the same type (financial adviser), nearest first.

In Liverpool

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Wilcocks & Associates

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 30 events in its history

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Frequently asked questions about this firm

Is Wilcocks & Associates Ltd FCA authorised?
Yes, Wilcocks & Associates Ltd (FRN 501064) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Wilcocks & Associates’ phone number and website?
The FCA register lists the phone number 0345 200 4041 and the website wilcocksandwilcocks.co.uk for Wilcocks & Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Wilcocks & Associates a scam or clone?
Wilcocks & Associates is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Wilcocks & Associates?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wilcocks & Associates to the Financial Ombudsman Service, free of charge.
Who owns Wilcocks & Associates?
Companies House lists 2 people with significant control of Wilcocks & Associates: Mr Robert Peter Wilcocks (25–50% of shares) and Mr Martin John Wilcocks (25–50% of shares).
Who runs Wilcocks & Associates?
Companies House lists 2 directors of Wilcocks & Associates: Robert Peter Wilcocks and Martin John Wilcocks.
How long has Wilcocks & Associates been in business?
The company was formed on 29 January 2009, and has held its current FCA authorisation since August 2009.
What do Wilcocks & Associates’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £169k (no earlier figure to compare).
Does Wilcocks & Associates use any other names?
It trades as Bulletproof Retirement, Martin Wilcocks, Quantum Life and Wilcocks & Wilcocks. It has previously used 6 other names, including Quantum, Wilcocks Bridging Finance and Wilcocks Commercial.

Sources and links

The full report on Wilcocks & Associates Ltd

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