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’.

Invest and retire with confidence

Cockburn Lucas are proud to be listed as an ‘approved trader’ under the Nottinghamshire County Council’s ‘Buy With Confidence’ scheme.

The scheme is run by Nottinghamshire Trading Standards and provides consumers with access to an up-to-date list of businesses via either the internet or the Citizen Advice consumer service hotline.

All of the businesses included in the scheme have been visited and checked by Trading Standards and all members must adhere to consumer protection laws, aim to provide quality services and deliver good customer care.

We believe our approval under this scheme shows that our advice is advice you can trust.

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 am delighted to be a Cockburn Lucas client and look forward to a long-term relationship with Jo and the team. Thanks for everything you have done to get to this stage.

- Mr G Mackie, Private Client