PRIVATE CLIENTS  
 
 

For the investor, sourcing information these days is easier than ever before. That still leaves the question 'what do you do with that information?'

The Cockburn Lucas

approach  to technical

& investment research

is as exacting and

stringent as anywhere

else within the

Financial Services

Industry. We ask the

hard questions so that

you can benefit from

expert, up-to-date
advice and

solutions.

Angus Shaw
Director

For a free initial review of your personal finances please

phone the office

or contact Angus Shaw.
 

  SERVICES  
 
Investment Management

In consultation with our private clients we form a personally tailored investment strategy based on their time in life, attitude to risk, career aspirations and tax position.

This strategy is regularly reviewed with the client and their investment portfolio is actively managed to meet changes in both their objectives and market conditions.

Tax Planning

From income tax to inheritance and capital gains tax planning we use a wide range of innovative products and techniques to minimise the current and future tax liabilities of our private clients.

Pension Planning

In conjunction with the investment advice, our private clients also receive ongoing advice on their current and future pension arrangements as well as help in executing their plans on retirement.

Click for further information on our client service standards and approach to investment advice.


  
     
     
  TESTIMONIALS  
 
"I have dealt with Parry Leggett, Senior Investment Consultant with Cockburn Lucas for over ten years. My long-term investment strategy in medium-term financial planning needs have been dealt with in an intelligent, efficient and successful manner throughout this period. Of particular value is the research and planning aspect of their services with options presented in well laid out and presented plans. I have also taken advantage of exclusive investment opportunities offered to Cockburn Lucas clients."

Mike Jones
Private Client


"Cockburn Lucas have acted on my behalf since 1997. Prior to that Mike Horseman acted for me from 1992. At that time he gave me help and advice dealing with a redundancy package resulting in considerable tax saving and sound investment advice. In the time since he has continued to give good advice which I rely upon. It gives me less to worry about. I recommend Cockburn Lucas for the professional and courteous manner in which they deal with their clients."

Gary Philp
Private Client


Octopus Investments

"Cockburn Lucas's approach has always been thorough, professional and hands-on. Their understanding of how best to apply tax advantaged products to deliver solutions to individual client circumstances is impressive."

Simon Rogerson
Chief Executive


T. Bailey Asset Management

"T. Bailey enjoys a close working relationship with Cockburn Lucas. They are an important part of East Midlands investment community and as a product provider we respect the amount of research they have committed to before recommending T. Bailey funds."

Rob McGrath
Sales Director
 
     
 
Cockburn Lucas Independent Financial Consulting Ltd is authorised and regulated by the Financial Services Authority.
Cockburn Lucas Independent Financial Consulting Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184275
Registered office: Milton Chambers, 19 Milton Street, Nottingham, NG1 3EU. Registered No: 3365186

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