Professional Partners

As part of our Professional Partners Scheme, we can give you exclusive access to our growing client bank of High Net Worth individuals and referrals from other selected Partners.

Our range of Partners offers expert advice on areas to assist both owner-managers and individual clients’ investment and retirement planning needs, including:

  • Legal services
  • Tax advice
  • Mortgage services
  • Business services, including Commercial Risk and Commercial Finance
  • Discretionary fund Management services for both companies and private clients
  • Auto-Enrolment services
Why should you work with Cockburn Lucas?

By entering into a professional partnership together we can provide invaluable access to experts for any of our clients who require advice in a particular specialist area from trustworthy sources. We also share resources from likeminded people keen to grow a network of referrals.

Before entering into any agreement we’ll provide full Due Diligence on our practice. This will confirm the strength of our business model and show how we work exclusively with a select number of local firms to help meet your needs. We’ll request the same Due Diligence from our chosen partners to ensure that they:

  1. Share a similar client-driven ethos
  2. Have a robust, service-driven culture
How can Cockburn Lucas add value to your business?

With a growing client bank of High Net Worth individuals, many of whom are business owners or directors, we can exclusively recommend your services if they might benefit them, their colleagues or family.

While we can’t guarantee that they’ll undertake any business with you, we can give you the opportunity to promote your services to our clients when you’re in partnership with us. We can also help market your services across our client bank and contacts across the East Midlands.

As part of the agreement, we would also expect you to recommend our services to any of your clients who require expert Independent Financial Advice. But only where you consider our services would be appropriate.

Here’s an illustration of the sorts of services which our professional partners can offer you:

diagram-partners

Get in touch to find out more

Would you like to work with us?

Maybe you’d like to talk over ways your organisation may benefit from our Professional Partners Programme?

Whatever you’d like to know, get in touch with Mike Horseman or Angus Shaw who will be happy to help. Contact details are listed below:

Tel: 0115 981 95 29

Mike e-mail: mh@cockburnlucas.co.uk

Angus e-mail: as@cockburnlucas.co.uk

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