We regularly ask our clients for feedback, and take on board all their valuable comments and suggestions. In a recent survey, 100% of our clients were fully satisfied with our services.

See what some of our clients have to say about us.

“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.”
Reverend J Crowe
Private Client

“In December 2013 I had a financial crisis which was made easy to bear thanks to the professional help and advice from the team at Cockburn Lucas. As for my investments, I would not expect anything less than the good service and advice I receive.”
Mr J Coulson
Private Client

“I’ve been a client of Cockburn Lucas for almost 20 years and would recommend them to anybody who is looking for honest, friendly and personally-tailored advice on financial matters. Their recent award as Midlands IFA of the Year says it all.”
Mr K Warburton
Private Client

“I chose Cockburn Lucas because they are superior to other local IFAs in terms of their knowledge of the financial market, their appreciation of clients’ needs and their friendly and efficient service.”
Mr K Shine
Private Client

“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

Just a quick message to say a huge 'Thank You' for taking the time to 'conference call' us today to reassure us & give us all that information & guidance regarding Rob's American Optical Pension Plan. We are happy now, that we are making the right decision to take the benefit as a monthly income for life.

You always explain things in such a way that makes it all makes sense.

- Christine & Rob, Private Clients