| Mike Horseman DIP PFS Managing Director |
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Specific Roles
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 |
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Specific Roles.
After 14 years as one of the leading Consultants within a large National IFA’s Angus was appointed a Director of CL in 2003. With nearly 25 years’ experience, Angus offers advice to individuals, Companies or Trusts in all areas of Financial Planning. Although something of a ‘general practitioner’, he does offer particular expertise in the area of Retirement Planning – including Pension Fund Withdrawal, Inheritance Tax and Investment Planning. e-mail: as@cockburnlucas.co.uk |
| David Ryan Cert PFS Associate Director |
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Specific Roles
The majority of David’s time is spent providing investment and tax planning solutions to many of our private clients. Over the years, David has built up a number of important relationships within the East Midlands professional services sector. e-mail: dr@cockburnlucas.co.uk |
| Parry Leggett Cert PFS Investments & Pensions Consultant |
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Specific Roles
Parry specialises in the areas of Investment and Retirement planning, developing and implementing solutions for private and corporate clients. Parry has particular expertise in the area of Self-Invested Personal Pensions (SIPPs) and Discretionary Wealth Management services. e-mail: pl@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.
From Left to Right: Lee, Ulrika, Marilyn, Adrian, Dianne and Karen
