Whilst Lincox Ltd trading as Cox & Company Financial Planning was only registered in 2015, the roots of the family based practice date back to the late 1960s.
The family heritage commenced with Simon’s introduction to financial services in the mid-1980s by his father, with whom he worked alongside. On his father’s retirement in 1990 and during the following years, Simon expanded the original core family business and in 1995, joined forces with his sister, Hilarie, and founded Cox & Company.
This entity continued until the formation of Cox & Company Financial Planning, and integration with the successful financial advice practice of Tim Linford in 2016. Naomi Shellard, as another family member, brings many years’ administration experience, having joined Cox & Company in 1998.
Simon and Tim’s considerable combined financial advisory experience reflects the wide ranging requirements of people of all ages who seek reassurance when it comes to planning their financial future. Naturally, a wide array of professional connections and expertise has been established, thus enabling the comprehensive range of services offered.
Naturally, this core team have established a wide array of professional connections and expertise, which enables them to provide the comprehensive range of services offered.
The core team now comprises:
Simon Cox – Financial Adviser
Tim Linford – Financial Adviser
Hilarie Lindley – Practice Manager
Naomi Shellard – Senior Practice Administrator