Becoming a Client

In consultation with you, as one of our clients, we aim to design an investment strategy based on your personalised objectives, aspirations, risk profile and tax circumstances.

Once implemented, our recommended financial planning strategy is regularly reviewed in line with your objectives and any change of circumstances, including market conditions. Our normal policy is to hold at least one annual meeting, where a full review and valuation can be provided in keeping with our Wealthmaster Service.

Our Process

Here is a flow chart that makes our process of giving financial advice simple and easy to understand.

To become a new client at Cockburn Lucas, please contact us by e-mail or telephone, and a member of our Business Support Team will be more than happy to arrange an initial no-obligation meeting with one of our Financial Advisers. Our contact details can be found on our Contact Us page.

Alternatively, you can download a Personal Factfind and a Confidential Client Risk Questionnaire from our Library, which will need to be completed and sent to us before advice can be provided.

You can also download our Client Agreement form, which tells you all about Cockburn Lucas, our process, and how we operate.

We look forward to hearing from you soon.

 
The value of an investment can fall as well as rise, and you may not get back the amount you have invested.

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.

- John C, Private Client