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CONSULTANCY
TEAM |
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Cockburn Lucas consultants hold advanced financial qualifications
and have an average of 25 years experience within the Financial
Services sector. Though each has a particular area of specialist
expertise, all are able to provide holistic advice on all areas
of financial planning. |
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PETER
TOWSEY |
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Peter
is a founding Director and Chairman of Cockburn Lucas IFC. Having
spent over 40 years within the Financial Services Industry, Peter
brings a wealth of experience to Cockburn Lucas clients in terms
of both capital accumulation and wealth preservation. With four decades as
a Financial Practitioner Peter provides Cockburn Lucas with vast experience and expertise particularly in the areas of pre/post
retirement planning and inheritance tax mitigation. |
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MIKE
HORSEMAN |
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Mike
is the Managing Director and founding Director of Cockburn Lucas.
He holds advanced qualifications in Investment, Taxation & Trusts
and specialises in the provision of investment advice, for Trusts
and individuals, and specialist tax planning/mitigation.
He has been employed within financial services since 1983
and has gained extensive experience in the private client department
of two of the world's largest employee benefit consultants.
Mike is also the Company's Compliance Officer and has responsibility
for finance as well as our investment research and asset allocation
strategies.
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ANGUS
SHAW MSFA |
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Angus
was appointed a Director of Cockburn Lucas in 2004. A Member
of the Society of Financial Advisers (MSFA), he is qualified
to advanced level for Pensions, including Pensions simplification,
Investments, Supervision and Sales Management, Taxation and Trusts.
After starting his career in Banking in 1984, Angus trained and
practiced with a London based Firm of IFAs until 1990 and spent
14 years with one of the UK’s largest firm of Independent
Advisers. Angus is the Director responsible for overseeing
all areas relating to the company's advice & reporting, including administration.
Angus considers himself to be something of a ‘General Practitioner’ though
offers particular expertise in areas of Pensions (including A’Day Planning,
Pension Fund Withdrawal & Pension Transfers), IHT planning and Lump Sum investment. |
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DAVID
RYAN |
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David
has worked in the Financial Services industry for over 15 years,
with the majority of this time spent alongside Peter, Mike and
Angus at one of the UK’s leading employee benefits advisors.
He is both FPC (financial planning) and AFPC (Taxation and Trusts)
qualified. David has considerable experience and expertise in
pre/post retirement planning building income based portfolios
with low volatility. The majority of David’s time is spent
providing investment advice, taxation and trust work, Inheritance
Tax planning and retirement planning. Over the years, David has
built up a number of important relationships within the East
Midlands legal and business community and will take responsibility
for the continued development of Corporate and Professional connections
within the practice.
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PARRY
LEGGETT |
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Parry
has nearly 20 years' experience within the Financial Services
Sector. With substantial knowledge of the Corporate Market, Parry
advises companies and partnerships on investment solutions, together
with financial protection for directors, shareholders and partners.
His areas of expertise also centre on developing solutions
to meet private clients' investment and retirement plans. Holding
the Advanced Financial Planning Paper on Pensions (G60), he
has particular expertise in the area of Self Invested Personal
Pensions (SIPPs), tax-efficient investment and risk management.
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CLIENT
LIAISON & ADMINISTRATION TEAM |
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As important as providing good financial advice Cockburn Lucas
has established a strong administration team who aim to provide
a first class support service to our clients.
In an age of call centres and faceless individuals we believe
that our clients prefer a personal touch and to know who they
are speaking to as well as having confidence that their requests
will be actioned accordingly.
Our team is committed to making the whole investment process
seamless and worry free for our investors. We monitor every step
of the business cycle from checking application forms, to ensuring
transactions are submitted within strict timescales and the correct
documentation is dispatched. We work closely with our approved
panel of investment houses to give a discreet and professional
service at all times and look forward to being of service to
you in the future.
Contact us.
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