Cockbain and Associates Wealth Management

Cockbain and Associates Wealth Management We are an established and respected wealth management practice based in Formby.

We offer financial advice covering investment planning, retirement planning, protection and business support.

WeekWatch: Nvidia smashes expectationsAll eyes were on Nvidia’s quarterly results (released midweek) with investors look...
02/09/2026

WeekWatch: Nvidia smashes expectations

All eyes were on Nvidia’s quarterly results (released midweek) with investors looking for evidence of whether the AI boom is starting to slow. The answer appears to be no. The company reported quarterly revenue of $96.2 billion, more than double that of a year ago and ahead of forecasts of $92.2 billion. Management also projected approximately 70% revenue growth through to the fiscal year ending in 2028. This signalled continued confidence in AI demand.

The results were closely watched because Nvidia is the primary chipmaker behind much of the world's AI infrastructure. Recent concerns about the scale of AI spending have weighed on large US technology companies, even as investment has continued to flow towards semiconductor manufacturers, particularly in emerging markets.

Read the full article here: https://www.cockbainassociates.co.uk/article/detail/sjpp/weekwatch-01-09-2026.html

Office Reopening!We are pleased to confirm that our Formby office will re-open at 9am today following the completion of ...
02/09/2026

Office Reopening!

We are pleased to confirm that our Formby office will re-open at 9am today following the completion of essential maintenance works.

Our team will be back in the office shortly and operating as normal, and we look forward to welcoming clients and visitors once again.

Thank you for your patience, understanding, and cooperation while the works were carried out. We appreciate your support and apologise for any inconvenience caused during this period.

If you have any questions or need assistance, please do not hesitate to get in touch with the team.

Office Closure Notice: Tuesday 1st and Wednesday 2nd September.Due to ongoing maintenance to our Formby office taking lo...
01/09/2026

Office Closure Notice: Tuesday 1st and Wednesday 2nd September.

Due to ongoing maintenance to our Formby office taking longer than expected, please note that our office will be closed for at least the next two days to ensure essential work can be completed. These works are important to ensure the ongoing safety and compliance of our office.

The business will remain open as normal as our team continue to work remotely, so services and responses will continue without interruption.

We will of course update when our office is open as normal once works are completed.

Thank you for your understanding and cooperation and we apologise for any inconvenience this has caused.

We would like to extend a warm welcome to Financial Adviser Marcella Lennon, who has recently joined our team. Marcella ...
28/08/2026

We would like to extend a warm welcome to Financial Adviser Marcella Lennon, who has recently joined our team.

Marcella brings a wealth of professional experience to the role, having enjoyed a successful career as a family lawyer before transitioning into financial advice through the St. James’s Place Academy programme. She is married with an 18-year-old son. Outside of work, she enjoys live music, spending time with family and friends, and travelling.

Marcella’s husband is a Trustee of the Paul Lavelle Foundation, which was established to raise awareness of domestic abuse against men. Together, they are proud to support the Foundation’s important work whenever they can.

We are delighted to welcome Marcella to the team. 💙

Office closure notice – 27th and 28th of August 2026.Please note that our office will be closed today and tomorrow due t...
27/08/2026

Office closure notice – 27th and 28th of August 2026.

Please note that our office will be closed today and tomorrow due to ongoing maintenance to the building, we will be open as usual on Tuesday 1st of September. These works are important to ensure the ongoing safety and compliance of our office.

Things to note:

The business will remain open as normal

Our team will be working remotely from home for the rest of the week, so services and responses will continue without interruption.

Thank you for your understanding and cooperation.

Peace of Mind Is One of the Most Valuable Assets You Can Build. As we wrap up National Wellness Month, we'd encourage ev...
26/08/2026

Peace of Mind Is One of the Most Valuable Assets You Can Build.

As we wrap up National Wellness Month, we'd encourage everyone to think beyond pounds and pence.

Financial planning isn't solely about wealth. It's about confidence. It's about preparation. It's about knowing you've considered the people and goals that matter most to you.

The greatest benefit of a financial plan is often not what it helps you accumulate, but how it helps you feel.

And peace of mind is something that's valuable at every stage of life.

Cockbain & 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Cockbain & Associates Wealth Management is a trading name of Ian Cockbain Wealth Management Limited.

SJP Approved 15/07/2026

What will happen when AI gets a body?Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing i...
25/08/2026

What will happen when AI gets a body?

Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Shanghai last week, with its share price rising 460% on its first day of trading. The company recently unveiled “Superman”, able to jump two metres and run at over twelve metres per second.

Some investors believe robots will be the next fast-growing frontier for AI. Investment bank JP Morgan estimates that global humanoid robot shipments will accelerate from 18,000 units in 2025 to 60,000 in 2026 and 1.75 million by 2030, despite imports being banned from the US as security threats.

👉️Find out more here: https://www.cockbainassociates.co.uk/article/detail/sjpp/weekwatch-24-08-2026.html

Welcome to the team, Sam! We're delighted to welcome Sam Evans, who joins us today as a Financial Adviser. Sam brings ei...
21/08/2026

Welcome to the team, Sam!

We're delighted to welcome Sam Evans, who joins us today as a Financial Adviser.

Sam brings eight years of experience in financial services. Prior to joining us, he qualified as a Chartered Certified Accountant and served as Head of Finance for a multinational leisure company.

Outside of work, Sam lives in Cheshire with his wife and two children. He enjoys walking the family dog in the countryside and is a familiar face at Chester Rugby Club. Although he no longer plays, he has been coaching his son's team for the past ten years.

We're excited to have Sam on board and look forward to seeing the positive impact he'll make as part of the team.

Life changes, your financial plan should too. Major life events can have a big impact on your finances, often in ways yo...
20/08/2026

Life changes, your financial plan should too.

Major life events can have a big impact on your finances, often in ways you may not expect.

Whether you have recently moved home, changed jobs, welcomed a new family member, received an inheritance, experienced a change in relationship circumstances, or are beginning to think more seriously about retirement, these moments can all have a significant impact on your financial plan.

That is why your annual review is so important.

It gives us the opportunity to sit down with you, understand what has changed, revisit your goals, and make sure your savings, pensions, investments, protection, and wider plans still reflect where you are today and where you want to be in the future.

If it has been a while since your last review, or if your circumstances have changed recently, we would encourage you to get in touch and book your annual financial review.

We are here to help you plan with confidence, whatever life brings.

Contact us today to arrange your review.

Cockbain & 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Cockbain & Associates Wealth Management is a trading name of Ian Cockbain Wealth Management Limited.

SJP Approved 12/08/2026

Office closure notice – Friday 21st August 2026. Please note that our office will be closed on Friday 21st August while ...
20/08/2026

Office closure notice – Friday 21st August 2026.

Please note that our office will be closed on Friday 21st August while we carry out essential maintenance to the building. These works are important to ensure the ongoing safety and compliance of our office.

Things to note:

- The business will remain open as normal

- Our team will be working remotely from home for the day, so services and responses will continue without interruption.

Thank you for your understanding and cooperation. 💙

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The Beacons School Lane
Formby
L373LN

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