Diary of an adviser: Simon Cocking

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Diary of an adviser: Simon Cocking

He had a large holding in his previous employer, which was pregnant with gains and has taken many years to diversify. Now we are discussing an investment strategy to complement the income he receives from the pension fund we manage on his behalf.

It is a very productive meeting and a beautifully scenic drive. I do love Cumbria and the variation in my work.

Later on, it is home to some emails and paperwork before walking the dogs and continuing to expand on my culinary repertoire. 


This morning, I have a meeting at short notice with a law firm that introduces work to us. The firm has a new client it wants to introduce to me.

Friday afternoon I am back at the office to interview a potential new adviser. We are always in the market for quality advisers with great client relationships.

I have one last meeting to discuss sustainability plans. As a business we are keen to reduce the large amount of paper we are using and want to work out the best way we can do this. Then it is time for team drinks before we pack up for a much-deserved weekend. 

Simon Cocking is a director of Leodis Wealth