With over 20 years experience in the financial services industry, Ian’s focus has always been on maintaining long term, trusted relationships with his clients. Based in the teams new office in Formby, Ian holds the position of Director of Cockbain & Associates Wealth Management, Senior Partner Practice of St. James's Place Wealth Management, where his vast knowledge, contacts and understanding of his clients needs has proven to be key in securing the long term relationships with his clients.
Whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.
Peter has over 25 years’ experience in the industry in both advisory and managerial roles. Consequently, he is committed and responsible for ensuring the highest quality of advice and service is provided to all our Practice clients. Client satisfaction is at the centre of everything we do and every member of the team at Cockbain & Associates Wealth Management. takes it as their personal responsibility to make this their priority.
Peter and Ian have a long standing professional and personal relationship and in January 2016 decided to pool their wealth of knowledge and resources and start a new venture together in Formby.
Aidan is married to his wife Nichola and live in Crosby with their son Thomas. Aiden is a keen Everton fan and enjoys spending time with his family. He is a former St. Marys College student and is currently working towards his Chartered accreditation.
Aidan is SOLLA (Society of later life advisers) qualified and advises on all areas of financial planning, specialising in Care Fee Planning.
Jenny has worked in the financial services industry for over 15 years, previously as a private banking manager for RBS. She currently is a Mortgage and Protection Advisor fully qualified in equity release* as well as residential and buy to let mortgages.
Jenny enjoys spending time with her 2 children Megan and Thomas and her husband Steven. She enjoys socialising with friends and family in her spare time.
Some Buy-to Let Mortgages are not regulated by the Financial Conduct Authority.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Elliot has recently qualified as a Financial Advisor with St. James’s Place having gone through the Next Generation Academy. He has known Ian for around 5 years having met through their mutual sporting interests.
Previously from Amersham in Buckinghamshire, Elliot moved up to Formby 6 years ago and has stayed in the North West ever since. Elliot enjoys cricket, rugby, golf and football in his spare time. He currently plays cricket at Formby Cricket Club and lives with his girlfriend Lauren.
I graduated from university in 2003 with a combined award in Business and Sports Studies, and my career in the financial services industry began soon after.
Having held various non-regulated roles with both RBS and subsequently NatWest, I embarked upon my career as a Financial Consultant with Lloyds TSB (as they were) in 2005. In 2007, I joined Wesleyan in their hospital doctor segment, where during the next 7 years I developed a thorough understanding of the medical profession and the financial needs and concerns of today’s doctors.
During almost 14 years in the industry, I have built a reputation as a very approachable, honest and reliable adviser. My focus is always on giving the best advice to my client and delivering a totally professional service, whether you are a hospital Consultant or a company Director.
Taking the time to get to know clients, their families and their businesses, and at the same time developing a thorough appreciation of their financial objectives forms a crucial, and enjoyable part of my role. I have always firmly believed in delivering on what I say I am going to do, and this fundamental principle gives my clients the peace of mind that they can turn to me for any aspect of their financial planning time after time.
I enjoy running, cycling and table-tennis.
Lydia has worked in the Financial Services Industry for over 30 years and became Ian Cockbain’s Personal Assistant in 1994 when St. James’s Place Wealth Management opened their offices in Liverpool City Centre.
She now works part-time as Paraplanner, which involves preparing and administrating Financial Reports for clients.
Outside of work Lydia’s’ days are filled playing golf, spending time with family and friends and enjoying life to the full.
Charley is a fully qualified Paraplanner, she is involved in the production of compliance documents including client fact finds and suitability letters. Charley processes business submissions and she also provides secretarial support to all members of the team.
Charley is Ian’s eldest daughter, engaged to her partner Mark and in her spare time she enjoys keeping fit.
Jackie has worked within the Financial Services Industry for over 10 years having taken early retirement from the Merseyside Police. She has worked with in St. James’s Place for the past 9 yrs and came to work for Cockbain & Associates Wealth Management in February this year as Business Support Manager.
Outside of work Jackie has two children, one studying at University and one at college. She is an Active Member of a local gym and enjoys socialising and eating out (hence the gym membership).
Ashley is PA to Ian Cockbain and she provides secretarial support to all members of the team. Ashley’s role includes diary management, fielding client and other queries, client appointment booking, and administrative support.
Ashley has previously worked as a receptionist for over 4 years and she enjoys a front of house role. In her spare time Ashley enjoys spending time with her family.