Enterprise Investment Scheme Association (EISA) Awards
We are thrilled to have been announced as ‘Best Financial Planner’ at this year’s Enterprise Investment Scheme Association (EISA) Awards. Our expert team of Financial Planners have been providing a trustworthy, independent financial planning service since 1997 and have now been recognised for industry leading advice offered in specialist tax-areas.
Cockburn Lucas comments: Our team of Financial Planners and Paraplanners have been recognised for their expertise in this growing area of private equity investment, helping to create jobs and revive our economy whilst delivering substantial tax benefits to individual investors.
As the winners of the Best Financial Planner category, we have been recognised as a company who have excelled in areas of specialist tax-planning. Upon entering for this category, we were required to submit a case study of a real-life example where the used of EISs has helped a client achieve their financial goals.
The award was presented by the EISA, who are a not-for-profit organisation which exists to aid the provision of capital to UK small and medium-sized enterprises through specialist tax planning products.
The award ceremony itself was hosted at the House of Lords, and upon announcing Cockburn Lucas as the winner for 2021, the judges said: “Lots of good evidence of good outcomes achieved for clients. Many examples of well-diversified portfolios being constructed as well as delivering on the clients stated initial objectives.”
If you would like any further information about the award, or if you wish to contact us about specialist tax planning products then please email firstname.lastname@example.org