About us

Welcome to our website at Cockburn Lucas. We provide impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

Click here to download our FREE guide to ‘Planning Your Financial Future Together’.

Our Ethical Responsibility

Cockburn Lucas are committed to doing business responsibly. Follow this link to find out more about Our Ethical Portfolio Services & Environmental Policy

I moved from a larger firm to Cockburn Lucas; a smaller and more personal firm. I welcome my annual meetings with Alistair Fraser and feel able to phone him for advice whenever I feel the need to do so. After over a year I feel very positive about both the ethical stance of Cockburn Lucas and their financial results.

- John C, Private Client