Category Archives: Latest News

Budget 2017 – What you need to know

On Wednesday the Chancellor of the Exchequer, Philip Hammond, announced his Autumn Budget. As ever there was lots of speculation leading up to the Budget, however there were no major changes announced which will affect the financial planning solutions we … Continue reading

Posted in Cockburn Mailing List, Featured News, Latest News

Budget 2017 – What does it mean for you?

  The Chancellor of the Exchequer, Phillip Hammond, has delivered his first spring budget.  Here we have identified the key ‘takeaways’ from the budget and provided a short video from our research partners at Morningstar, which provides a concise summary … Continue reading

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US Election reaction and commentary

The dust has barely started to settle after Donald Trump’s election as US President and many economic and political experts are still trying to figure out exactly what this means not just for the US, but for global economies and … Continue reading

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Aegon buys Cofunds platform for £140m

  Cofunds, one of our long-standing approved platform partners, has been bought by Aegon for £140m. The deal was confirmed on 11th August following months of industry speculation.  David Hobbs will continue to run Cofunds from its headquarters in Witham, Essex, … Continue reading

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Cockburn Lucas announced as MoneyAge Awards finalist

We are delighted to announce that we have been shortlisted for the Financial Adviser of the Year Award at this year’s inaugural MoneyAge Awards. The MoneyAge Awards, supported by The CII, The National Skills Set Academy, The Society of Mortgage … Continue reading

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Property Funds Update

Since the Brexit vote, several fund managers have suspended dealing within their Property funds – most notably M&G, Aviva and Threadneedle – after seeing a large increase in the number of people requesting to withdraw money; many of you will … Continue reading

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Brexit: the deed is done, now what?

Keeping calm to carry on – what’s next after the referendum The outcome of the Referendum confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the assumption … Continue reading

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We’ve expanded our team!

We are delighted to announce two new additions to our team. Darren Smart has joined the Financial Planning Team, and brings with him 25 years’ experience, having worked for a well-known global bank for many years. “I’m very excited to be … Continue reading

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In or Out the view from Moorgate Street

When trying to analyse the potential consequences of Brexit, it is necessary to make a number of assumptions. Our principal long-term assumption is that the main implications for the UK will be political and not economic. This is based on … Continue reading

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Budget Summary

The Chancellor unveiled his Budget on Wednesday and, as usual, there are many talking points which have arisen and questions to be answered. Here we have summarised the key points from the Budget, as follows: Forecasts The Chancellor announced adjustments … Continue reading

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