As a Senior Partner Practice of St. James’s Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs. We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by helping any plans put in place to remain effective in the future no matter how your circumstances change. Whatever your situation, we will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business. Some of the services we offer include: Retirement planning Investment Planning Inheritance tax planning Protection (life, critical illness, income protection) Corporate planning, corporate pension planning, employee benefits. Cockbain and Associates Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives. Cockbain & Associates Wealth Management is a trading name of Ian Cockbain Wealth Management Limited.
