Our range of clients vary from private individuals, seeking investment and retirement advice, to business owners, senior executives and Trustees. We provide a wide range of services which offer more than traditional, standard investment advice. Our team of experienced Financial Advisers will help you make key and life-changing decisions when investing your money, allowing you to confidently take control of your financial future, with regular reporting and reviews to enable your finances to grow with confidence.
Do you want to work with a firm that will take time to carefully asses and understand your personal financial needs and work hard to provide advice on the best possible solutions? Click on the category below which is relevant to you for more information on the services we offer.
You may also wish to download our free guide on how to make the most of your savings: How to make the most of your savings (PDF)
Tax Advice
Cockburn Lucas are delighted to announce that, though our new working partnership with Mellor Oxland LLP [CL Tax], we can now offer our clients access to high quality tax advice to complement the investment advice we provide.
Mellor Oxland [CL Tax] are Chartered Tax Advisers who specialise in advising individuals, families and Trustees. The experienced team at Mellor Oxland [CL Tax] are looking forward to assisting Cockburn Lucas’ clients with their tax affairs, whether this is the annual preparation of tax returns, an in-depth inheritance tax review, advice on tax efficient profit extraction from your business or any other tax related issue.
For more information about the taxation services that Mellor Oxland [CL Tax] offer, please click here, or speak to your usual Cockburn Lucas contact.
Individuals
We work closely with individual clients to help their finances grow and to protect their wealth. Many clients also want to provide extra income in retirement and protect their capital for future generations. We specialise in this type of advice. To learn about the specific services we provide in more detail, follow this link.
Businesses
We work with corporate clients, whether they be business owners or senior executives. We take away the worry and stress of employee benefits by providing sound advice on all corporate related financial matters such as risk management, pension planning, profit extraction and certain employee-related benefits. To learn more on how we can help you or your business, follow this link.
Professional Partners
We have worked alongside other professionals such as accountancy and legal advisers for many years and can introduce you to specialists in this area via our range of extensive contacts. We look to cross refer to other professionals where applicable, and are always interested to hear from any practice looking to assist our clients with their Taxation and Legal requirements. To read more on how we help Professional Partners, follow this link.
