Are you a business owner or a senior executive who would like professional and expert advice to help meet your business needs and aspirations? We work businesses of varying sizes, from different industry sectors, to help them prepare for unexpected circumstances and plan for a better, successful future. Our expert team of Financial Advisers specialise in providing advice on risk management, pensions, corporate benefits and investments.

Our range of services include:

  • Group Income Protection
  • Key man cover and risk management
  • Shareholder protection
  • Corporate investments
  • Corporate pension planning

I wish to thank you [Cockburn Lucas], not only for your excellent advice, but your friendship. It has been very reassuring during these years that you have only been a phone call away.

- Don Nelson, Private Client