Cockburn Lucas Independent Financial Consultants Ltd

Independent Financial Adviser Holland House, 45 Loughborough Road, West Bridgford, Nottingham, NG2 7LA
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
Ensuring that you can invest and retire with confidence.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Angus Shaw APFS
Chartered Financial Planner
Alistair Fraser Dip PFS
Independent Financial Advisor
Mike Horseman Dip PFS
Managing Director
Ajay Khosla APFS
Independent Financial Advisor
Chartered Financial Planner
Darren Smart Dip PFS
Independent Financial Adviser
Certified Financial Planner
Joanne Noon Dip PFS
Independent Financial Adviser & Head of Cockburn Lucas for Women
What our clients say
I’ve been a client of Cockburn Lucas for almost 20 years and would recommend them to anybody who is looking for honest, friendly and personally-tailored advice on financial matters. Their recent award as Midlands IFA of the Year says it all.
Mr K Warburton, Derbyshire
After some years thinking: “Is my current Financial Adviser working hard for me?” I decided to explore other options. The main problem I had was that I was not being listened to and my demands and needs were not being addressed to suit my circumstances. I turned to Cockburn Lucas, whom I knew had a great reputation in the market and were award winners. I am delighted to say that since engaging with Cockburn Lucas the service and the advice I have received has been first class. My only disappointment was I did not make the move earlier!
Mr K Kinsella, Derbyshire
I had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.
Mr T Scothorne, Nottinghamshire
In December 2013 I had a financial crisis which was made easy to bear thanks to the professional help and advice from the team at Cockburn Lucas. As for my investments, I would not expect anything less than the good service and advice I receive.
Mr J Coulson, Leicestershire
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.
Mr D Nelson, Nottinghamshire
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.
Rev. J Crowe, Northampton
Where to find us

Holland House, 45 Loughborough Road, West Bridgford, Nottingham, NG2 7LA

Make an enquiry
About us

Cockburn Lucas are award-winning Chartered Financial Planners who have been providing independent and trustworthy financial advice to individuals, companies and Trusts across the East Midlands since 1997.

Our experienced team of Financial Planners have been working within the financial services industry for many years and can provide expert, specialist advice in the areas of investments, retirement planning, estate planning and protection.

We also offer a Positive Impact investment service for those individuals who wish to see their money making a difference to the world.

In addition, we have a dedicated team of qualified Pension Transfer Specialists who can provide advice to individuals who wish to review their Final Salary pension benefits.

Please contact us today to arrange a free initial, no-obligation meeting.

Our services

We provide expert, trustworthy and independent financial planning advice to a wide range of clients across the East Midlands in the following areas:

- Investment Planning
- Retirement Planning
- Estate & Inheritance Tax Planning
- Tax Planning
- Protection

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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