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Over the last few
years we have experienced increased demand from Solicitors,
Accountants
and other Professionals for access to
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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
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To find out more please phone
the office or contact David
Ryan. |
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TESTIMONIALS |
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| 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."
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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."
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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."
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David Thomas
Head of Business Development |
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SERVICES |
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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.
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PRESS
RELEASES |
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November
2006 (13k)
Asian Tigers or Paper Tigers?
November
2005 (1k)
Opportunity Knocks Pensions Simplification.
July
2005 (44k)
Cockburn Lucas approve Sarasin Global Commercial Property Fund for immediate
investment.
November
2004 (30k)
Investors are advised the Commodity Bull Market will last. |
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NEWS |
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- Season of Mists and Mellow Fruitfulness
- With Profit Bonds
- Are you being served?
- World Stockmarket Movements
Market Eye - Issue 8, February 2006 (801k)
- Pension Simplification and Beyond
- Fund Manager Profile
- Trustee Review Service
- Welcome Parry Leggett
- Focus on SIPPs
- World Market Movements
Market Eye - Issue 7, September 2005 (850k)
- Alternative Investments
- Fund Manager Profile
- Inheritance Tax Planning
- Welcome David Ryan
- World Market Movements
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