Professional Adviser Awards

We were delighted to have been announced as the winner of the Midlands IFA of the Year Award at the Professional Adviser Awards in February 2014.

The Professional Adviser Awards is an annual ceremony which aims to celebrate excellent and achievements within the Financial Services sector. The 2014 awards, which were held at The Brewery, London, were the first to include regional awards for Independent Financial Advisers across the country.

The awards had the most testing entry criteria yet, with all entrants required to submit an application, detailing their reasons for consideration, along with a real-life case study. Judges read each submission in a particular category and ranked their top three. Winners and those highly commended were decided at a judges’ meeting in December 2013. Judges were instructed to pay particular attention to firms’ submissions, above both the reputation, and their personal knowledge of, entrants.

Judges’ comments: “Cockburn Lucas are a fabulous firm with great structure and great processes”

Cockburn Lucas’ comments: “We have all worked tirelessly over the last few years to ensure that our business proposition is the best it can possibly be, particularly with the introduction of the Retail Distribution Review (RDR) in January 2013 which has been a game changer for all firms in this sector. However, We will not rest on our laurels with both this award and the recent ‘highly commended’ nomination at the Aberdeen Platform awards for the UK Leading Practice Award and we will strive to improve further.”

Who were the judges?

The judges comprised a panel of seven investment professionals, as follows:

Phil Billingham, operations director, Perceptive Planning
Roderic Rennison, director, Rennison Consulting
Clive Waller, senior partner, CWC Research
Lawrence Gosling, editorial director, Incisive Media
Scott Sinclair, editor, Professional Adviser and
Ian Bruce, marketing manager, Baillie Gifford
Rob Kingsbury, managing director, KGR Media Services and a former editor of Professional Adviser

Who else was shortlisted?

Below is a full list of all firms shortlisted for the Midlands IFA of the Year category, which truly shows just what an achievement winning this award is:

Almary Green Investments
Chamberlyns Financial Planning
Cockburn Lucas Independent Financial Consulting
deVere UK
Fortitude Financial Planning
Mattioli Woods
Peter Hill Financial Services
Redbourne Wealth Management

Everybody at Cockburn Lucas is extremely proud to have won this award. We would like to thank all of our clients and professional partners for their continued support.

I wish to thank you [Cockburn Lucas], not only for your excellent advice, but your friendship. It has been very reassuring during these years that you have only been a phone call away.

- Don Nelson, Private Client