Meet Our Award Winning Team

Mike Horseman DIP PFS
Managing Director
Specific Roles

  • Chair of Cockburn Lucas Investment & Research Committee
  • Responsible for overall Corporate Strategy and Development.
  • Design and Asset Allocation of investment and tax planning solutions.
  • Oversight of all compliance and risk management for the company.

Mike has close to 30 years extensive experience within the Financial Services sector and has forged close contacts with leading industry figures and fund managers. Mike specialises in the provision of tax efficient investment, asset allocation and Inheritance Tax planning. With nearly three decades of working in this sector under his belt, there is not much he hasn’t seen. For him, one thing has always remained constant though: the need to be there for our clients – when things get tough, as well as during the good times.

e-mail: mh@cockburnlucas.co.uk

 

Angus Shaw DIP PFS
Director
Specific Roles

  • Oversight and implementation of Financial Planning solutions and advice across the Cockburn Lucas team.
  • Pension Transfer Specialist.
  • Human Resources & Information Technology.
  • Member of the Cockburn Lucas Investment & Research committee.

Angus has recently ‘celebrated’ his 30th anniversary in the Financial Services Industry having started as a Management Trainee with Midland Bank
in 1984. After training in London, and with 14 years as one of the leading Consultants within a large National IFA, Angus was appointed a Director of CL
in 2003. With a wealth of experience, and a plethora of Advanced Qualifications to his name, Angus offers advice to individuals, Companies or Trusts in all
areas of Financial Planning and Wealth Management. Although something of a ‘general practitioner’, he does offer particular expertise in the area of Retirement
Planning – including Pension strategies, Inheritance Tax planning and Investment Management.

e-mail: as@cockburnlucas.co.uk

 

Alistair Fraser DIP PFS
Investments & Pensions Consultant
Specific Roles

  • Implementation of financial planning solutions for private clients
  • Inheritance Tax Planning specialist for private clients
  • Long Term Care Planning

Alistair has over 18 years’ experience in the financial services sector and is able to provide advice in all areas of financial planning, specialising in the Investment & Inheritance Tax markets. Alistair is also qualified to give advice in the areas of later life and long term care planning.

When not helping clients with all financial planning aspects, Alistair takes a keen interest in rugby, having coached at all age levels from U14 to adult, and enjoys spending time with his young family.

e-mail: af@cockburnlucas.co.uk

 

Ajay Khosla DIP PFS
Investments & Pensions Consultant
Specific Roles

  • Implementation of financial planning solutions for private clients
  • Investment Planning specialist
  • Retirement Planning specialist

Ajay has nearly 30-years’ experience in the Financial Services sector and specialises in the areas of investment and retirement planning. He enjoys building long-term business relationships and thrives on the face-to-face element of his role as a consultant.

Away from the world of financial advice, Ajay takes a keen interest in most sports (particularly golf!) and enjoys spending time with his family.

e-mail: ak@cockburnlucas.co.uk

 

Jo Noon DIP PFS
Investments & Pensions Consultant
Specific Roles

  • Implementation of financial planning solutions for private clients and Trusts
  • Inheritance Tax Specialist
  • Pensions specialist
  • Lead consultant for ‘Cockburn Lucas for Women’ service

Jo has worked in the financial services and banking sector for a total of over 22 years. Working towards Chartered status, she already has advanced qualifications in pensions. Jo also heads up our ‘Cockburn Lucas for Women’ service.

Outside of work Jo enjoys running, cycling and sailing – and spending time with her 11-year old son Billy who tends to challenge her at tennis these days!

e-mail: jn@cockburnlucas.co.uk

 

Darren Smart DIP PFS
Independent Financial Planner
Specific Roles

  • Implementation of financial planning solutions for private clients
  • Inheritance Tax Planning specialist for private clients
  • Retirement Specialist for private clients

Darren has 25 years’ experience in the financial services sector, the majority of which was spent with a global bank, and is able to provide advice in all areas of financial planning, specialising in Investment & Retirement strategies. Darren also has previous experience in developing robust risk profiling processes as part of a strategic project team.

Away from the financial world Darren is a keen sportsman, with particular interests in football and golf. He also enjoys attending his Daughter’s dance performances and has been known to occasionally practice with her!

e-mail: ds@cockburnlucas.co.uk

 

Our Business Support Team

In order to ensure we provide a first class administration service as well as providing sound and trustworthy financial advice, Cockburn Lucas have established a dedicated Business Support team who aim to provide a first class support service to our clients and business partners.

In an age of call centres and faceless individuals, we believe it is important that our clients receive a personal touch when contacting our office, that theyknow the person to whom they are speaking, and have confidence that their requests will be actioned accordingly.

Our team is committed to making the whole investment process seamless and worry free. We monitor every step of the business cycle, from checking application forms, to ensuring that transactions are submitted within strict timescales and that the correct documentation is dispatched. Our team will always strive to ensure that your needs and requests are fulfilled. We work closely with our approved panel of investment houses to give a discreet and professional service at all times, and look forward to welcoming you as a client.

Front row (from left): Erica, Lorraine, Marilyn. Back row: Lee, Jackie, Ulrika, David.

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