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
Report
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
Report
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
Report
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
Report
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.
Reviews (10)
Elwira K.
Aug 10, 2021
I was planning to retire early and knew I needed an IFA to plan for the future. Choosing an IFA was a critical decision and I came to Darren at Cockburn Lucas on the recommendation of a friend. I am very satisfied with the whole experience and recommend their friendly, supportive and professional service which has taken so much stress out of my financial decision making.
David Blower
Jun 07, 2020
Excellent support, personal service and understanding of our needs from Ajay with Erica's support during our initial and regular ongoing reviews. The main area of improvement surrounds the length of time and communication process between Cockburn at its Financial Providers supporting client's portfolios. So for example, I believe this has an adverse impact for clients when transferring large sums of monies between parties, the source of a recent compliance investigation which has now been satisfactorily resolved.
Martin Crossley
Apr 11, 2020
I have just completed my first year with Cockburn and Lucas following my decision to let them manage my pension pot. They have always been very professional from the first meeting and regularly update me on how my investments are performing. I have recommended Cockburn and Lucas to numerous work colleagues who like me have recently retired and want more control over their own finances.
Deborah Delano
Mar 01, 2020
Jon Orlyk
Feb 26, 2020
Anne Manger
Jan 02, 2020
Douglas Mason
Jan 01, 2020
Garry Philp
Dec 22, 2019
Jill Gibbons
Dec 09, 2019
Lauren Thumann
Oct 26, 2018
