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
FCA verified
17th June 2019
Ensuring that you can invest and retire with confidence.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Group protection
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
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 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’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, 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 provides impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Investments, Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

Our services

We provide expert and trustworthy investment and retirement advice to a wide range of clients across the East Midlands.

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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