Over the last few years we have experienced increased demand from Solicitors, Accountants and other  Professionals  for access to
high quality and bespoke Independent Financial
Advice for their private
clients. We pride
ourselves, not only in
the quality of the
advice we give to
clients but also in the
way we manage our
relationships with
our professional
partners.
David Ryan
Professional
Development
Consultant

To find out more please phone the office or contact David Ryan.
 

  SERVICES  
 

Professional Connections

We offer a holisitic financial planning service to the clients of a number of solicitor and accountancy practices in the East Midlands.

With each of our partner practices we establish a quality client relationship management system as well as regular review and reporting meetings to ensure that the partner practice and most importantly the client receives a premier service.

Of particular interest to a number of our professionals partners has been the recent launch of our Trustee Review Service and Pension Review Service.

Employers

Our 'In Career Executive Counselling' looks at remuneration planning and tax mitigation for Directors and Senior Management. In consultation with the individual our advisers produce a bespoke personal financial development plan to fit their intended career path and objectives. The service aims to ensure that these individuals can continue to concentrate on their busy lives safe in the knowledge they are making the most of their hard earned income and that their retirement plans are realistic.

As well as comprehensive financial and investment advice to individuals we can also offer support to HR managers  in meeting the ongoing challenges and changing legislation relating to pensions such as A-day.

  
     
     
  TESTIMONIALS  
 
Credit Suisse

"Having dealt with Cockburn Lucas and in particular one of their founding Directors, Mike Horseman for over six years now, I recognise why their business has grown so successfully. The skillful recruitment of further individuals to add strength and diversity of talents to an already sound organisation has proved a masterstroke. Those to benefit are the professionals who deal with Cockburn Lucas on a daily basis and those individuals lucky enough to have Mike and his team in charge of their financial wellbeing. I have always found Cockburn Lucas to be a first class organisation to work alongside and above all find them to be courteous and professional to all from the initial point of contact right through to the management. Long may Credit Suisse remain as one of the groups Cockburn Lucas choose to work with."

Alastair Caw
Retail Sales


iFunds

"I have been impressed by the due diligence Cockburn Lucas carry out prior to dealing with fund managers and at the depth to which they look into investment management processes. I have also been pleased to see how they are willing to look outside of the 'comfort zone' of generally accepted ways of managing money and to look at new developments as they occur in the industry. Through this approach I am sure that their clients will benefit as market dynamics continue to change."

Stacey Ash
Investment Manager/Head of Marketing


Midas Capital Partners Ltd

"We have been impressed by Mike and his team's genuinely open minded approach in evaluating our funds, and by the commitment and analytical rigour they bring to the relationship with Midas Capital. Cockburn Lucas was early in identifying the attractions of Midas Capital's balanced, multi asset style of investment. We are delighted that they have selected Midas Capital as an investment partner."

David Thomas
Head of Business Development
 
     
 
Cockburn Lucas Independent Financial Consulting Ltd is authorised and regulated by the Financial Services Authority.
Cockburn Lucas Independent Financial Consulting Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184275
Registered office: Milton Chambers, 19 Milton Street, Nottingham, NG1 3EU. Registered No: 3365186

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