Ian Cockbain Wealth Management doubles up in Formby

No, you are not seeing double, It is Ian Cockbain Wealth Management shop expanding into a second unit. They have taken over one half of what was, Pedal Power bike shop on Brows Lane in Formby.

Ian Cockbain opened his first shop in Formby on March 2nd this year and has obviously gone from strength to strength, working under the umbrella company of St. James's Place Wealth Management plc.

Ian Cockbain has 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 Liverpool Office of St. James's Place, Ian holds the position of Senior Partner.

This is an extract from Ian’s website....

‘Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.

As a Senior Partner St. James's Place Wealth Management, I can provide you with a personal wealth management service designed to meet your short and long-term needs.

I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.

Whatever your situation, I 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 I offer include:

• Retirement planning

• Onshore and offshore investments

• Inheritance tax planning

• Protection (life, critical illness, income protection)

• Corporate planning, corporate pensions, employee benefits

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.’

If you would like to contact Ian Cockbain wealth management you can call them on Tel: 01704 320 385 or you can look at the website here.