We were delighted to have been nominated as a “highly commended” runner-up for the Leading Adviser Practice award at the Aberdeen UK Platform Awards.
The awards were held at the Grosvenor Hotel, London, in October 2013, aims to celebrate the innovation, success in technology and marketing in the retail investment sector.
The Leading Advisor Practice award aims to recognise IFAs who have migrated their business to a platform model and seen benefits in terms of client proposition, service, profitability and business value. The judges will be looking for an RDR ready business.
Cockburn Lucas’ comment: “It is a real honour to have been a highly commended finalist for this award. Everybody at Cockburn Lucas has put in a tremendous amount of hard work over these past few years to ensure that our services are the best they can be and it’s great to have some recognition in that respect. “
Who were the judges?
The judging panel for the Leading Adviser Practice award was as follows:
Michelle Cracknell – works for Bluerock Consulting who are financial services management consultants.
Alan Easter – CEO of the Beaufort Group of Companies.
Roderic Rennison – director, Rennison Consulting
Ian Shipway – Chairman of the Investment Committee, Succession Advisory Services
Who else was nominated?
The following firms were included on a final shortlist of three:
We were delighted to have been nominated as a “highly commended” runner up for this award and would like to thank you for your continued support.
Here’s hoping we can go one step further next time.