MoneyAge Awards

money-age-shortlisted

We were delighted to have been shortlisted for the Financial Adviser of the Year Award at the 2016 inaugural MoneyAge Awards.

The MoneyAge Awards, supported by The CII, The National Skills Set Academy, The Society of Mortgage Professionals and The Personal Finance Society celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space.

Mike Horseman, our Managing Director, said: “Our team continues to expand and maintaining quality through any period of growth can be a challenge, so we are delighted to have been shortlisted in this category alongside a number of very high profile planners”.

This year’s winners were announced at the MoneyAge Awards Gala Dinner & Ceremony on 13 October 2016 at the Millennium Hotel London Mayfair. The event was attended by hundreds of guests and hosted by a top comedian.

Further information on the awards, including the winner and full final shortlists, can be found at: www.moneyage.co.uk

I had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.

- Tom Scothorne, Private Client