“I have dealt with Parry Leggett, Senior Investment Consultant with Cockburn Lucas for over ten years. My long-term investment strategy in medium-term financial planning needs have been dealt with in an intelligent, efficient and successful manner throughout this period. Of particular value is the research and planning aspect of their services with options presented in well laid out and presented plans. I have also taken advantage of exclusive investment opportunities offered to Cockburn Lucas clients.”
Mike Jones
Private Client
“Cockburn Lucas’s approach has always been thorough, professional and hands-on. Their understanding of how best to apply tax advantaged products to deliver solutions to individual client circumstances is impressive.”
Simon Rogerson
Chief Executive
Octopus Investments
“Cockburn Lucas have acted on my behalf since 1997. Prior to that Mike Horseman acted for me from 1992. At that time he gave me help and advice dealing with a redundancy package resulting in considerable tax saving and sound investment advice. In the time since, he has continued to give good advice which I rely upon. It gives me less to worry about. I recommend Cockburn Lucas for the professional and courteous manner in which they deal with their clients.”
Gary Philp
Private Client
“Sarasin & Partners have a strong relationship with Cockburn Lucas. As a top-end focussed investment manager we deal selectively in the UK intermediary market and have been impressed by the professionalism and ongoing due diligence effort put in by Cockburn Lucas. We recognise the firm as an important player in the professional investment community of the East Midlands.”
Andrew Thompson
Director – Distribution
Sarasin & Partners
“I had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.”
Tom Scothorne
Private Client
“I wish to thank you [Cockburn Lucas], not only for your excellent advice, but your friendship. It has been very reassuring during these years that you have only been a phone call away.”
Don Nelson
Private Client
