Established in 1997 and based in the East Midlands, we provide reliable and trustworthy independent financial advice to private clients, companies and family trusts. Cockburn Lucas was established in 1997 with the aim of providing individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice.Our Financial Planning service is very much relationship-based, meaning that we are with you every step of the way in helping you to manage your finances through the various stages of your life.
Services
Our Fees
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We like to be transparent when it comes to our fees for providing you with our bespoke financial planning service. It's important that you know what costs you will incur from the word 'go', so we have clearly outlined our charges here. You can pay for your financial advice on either a transactional basis, in which we shall receive a fee from the amount invested, or on a fee basis, in which you will pay your fees directly to us.
About the Portal
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Check the latest unit price, valuation and your unit holdings within your portfolio (click image to enlarge). View the asset allocation of your individual policies and your total portfolio (click image to enlarge). Check the recent and longer-term performance of your investments (click image to enlarge). If you are already registered for our Online Portal then simply Log-in below to access your account.
Careers
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Cockburn Lucas aims to recruit and retain the best professionals within the financial services sector who share our strong work ethic and determination to provide trustworthy financial planning advice to clients across the East Midlands region. If you are successfully recruited, we are confident that Cockburn Lucas will be a comfortable, enjoyable and ultimately professional working environment for you.
Investments
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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.
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