Our Partners

At Cockburn Lucas, we believe that developing strong professional relationships is key to ensuring that you get the best service possible. Over the years we have developed strategic partnerships with some of the biggest and most reputable investment houses and financial services providers in the market.

 

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One of our key platform partners, Aegon offers a wide range of products, such as a Stocks & Shares ISA, General Investment Account, Investment Bond and Self-Invested Personal Pension. With thousands of funds available to invest in, through the Aegon plaform we can help build a portfolio that is most suitable for you.

AJ Bell is an ambitious business, committed to the continuous development of high quality and cost-effective services in rapidly expanding markets. A privately owned and financially strong member of the London Stock Exchange, it has a background as an actuarial consultancy specialising in the provision of SIPP administration and stockbroking services.

Cazenove are one of our Discretionary Fund Management (DFM) partners. If you have in excess of £200,000 to invest, it may be agreed that your money is safest in the hands of Cazenove’s expert fund management team. With Cockburn Lucas and Cazenove constantly monitoring your portfolio and seamlessly making any amendments necessary, using Cazenove’s DFM service can help maximise returns on your investments, in line with your pre-agreed ‘attitude to risk’.

Investec’s DFM service is available to those with £100,000 – £250,000 to invest. Their expert team will actively manage your portfolio to ensure that your money is working as hard as possible in order to increase returns on your investments. Investec have the ability to react quickly to market events to ensure that, whatever the current economic climate, your portfolio will weather the strongest of financial storms.

Cockburn Lucas have adopted the use of Morningstar, who are the leading provider of independent investment research across North America, Europe, Australia and Asia. Their ‘Adviser Work Station’ allows us to analyse your investment portfolio in greater detail than ever before.

Morningstar have recently merged with Old Broad Street Research (OBSR). Together they analyse individual funds and their research means we can recommend any necessary changes that may be needed within your portfolio.

Read more about our adoption of Morningstar here.

Iress offers unrivalled functionality for the professional adviser dealing in financial planning, portfolio management, protection, retirement planning, mortgages and corporate benefits that is all integrated with a complete client management system.

For more information about Iress, follow this link to visit their website.

The regulation of Financial Services is evolving quickly with a seemingly constant flow of new regulations and guidance being produced for firms to understand and implement within their businesses.

Paradigm, our compliance partners, understands the difficulties facing us in not only finding the time to understand these changes and how they may affect our business, but also in successfully ensuring that these changes are implemented with the minimum effort and impact.

For more information about Paradigm, follow this link to visit their website.

Selectapension is an innovative and comprehensive Pension planning system, providing highly-detailed analyses in a user-friendly package. This helps us to ensure that we are providing you with the best advice possible regarding your retirement planning.

Standard Life Wrap is the latest addition to our Platform Partners. As one of the strongest providers in UK financial services, Standard Life offers investors access to ISAs, Pensions, Investment Bonds, investment funds and direct shares. They offer a flexible and cost-effective way to consolidate all of these products within one account.

Fusion Design have worked with Cockburn Lucas for many years, and are the proud designers of the Cockburn Lucas website and all of their promotional literature. Fusion are based in Newark, Nottinghamshire and are an established and successful design studio. Their services include logo design and branding, website design and development, brochures and printed literature, advertising, exhibition graphics and print. Visit their website here.

I am delighted to be a Cockburn Lucas client and look forward to a long-term relationship with Jo and the team. Thanks for everything you have done to get to this stage.

- Mr G Mackie, Private Client