Our Investment Service


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 those key and life-changing decisions when investing your money, allowing you to 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.


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.


We work with corporate clients, from business owners to 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.

What makes us different?

As we live in an increasingly event-driven world, Cockburn Lucas believes that the application of a highly-disciplined approach to asset allocation, risk management and research sets us aside from our competitors.

We believe the key to meeting a client’s expectations is to create a completely bespoke investment strategy designed to help them achieve their individual investment objectives within an agreed risk profile, taking into account their taxation position.

Total Return – Ultimately, people aim to make positive returns on their investments which is what we aim to deliver to our clients, irrespective of market conditions, over a normal business cycle.

Keeping a watchful eye – Regular review meetings, along with constant monitoring of your portfolio, are core to our service and this ensures that any necessary changes that need to be made to your portfolio can be made efficiently and easily.

Best of breed funds – Any funds that we recommend have been vigorously researched by our dedicated Investment Research Committee and our expert research partners at OBSR-Morningstar.

In-depth analysis – Once a fund has been approved for recommendation, we will constantly analyse its performance to ensure that it is providing suitable returns based on your individual needs and objectives. Should the fund no longer meet our vigorous selection criteria, we will advise you on any changes that are needed.

The value of your investment can go down as well as up and you may get back less than you have invested.

Just a quick message to say a huge 'Thank You' for taking the time to 'conference call' us today to reassure us & give us all that information & guidance regarding Rob's American Optical Pension Plan. We are happy now, that we are making the right decision to take the benefit as a monthly income for life.

You always explain things in such a way that makes it all makes sense.

- Christine & Rob, Private Clients