Cockburn Lucas Independent Financial Consulting Ltd

Who we are

Cockburn Lucas was established in 1997 and has become a trusted partner for individuals, families, and businesses across the East Midlands. We provide independent financial planning and wealth management services, helping our clients achieve their financial goals and navigate life's financial challenges.

Our Mission

Our mission is to empower our clients to achieve financial clarity, security, and success through personalized financial planning and ongoing guidance. We believe financial planning is about more than just numbers; it's about understanding your individual needs, aspirations, and concerns.

Our services

We offer a comprehensive range of services tailored to meet your specific needs, including:

• Wealth management: Comprehensive financial planning, investment management, and portfolio optimization.
• Retirement planning: Pension reviews, IRAs, and strategies for a comfortable retirement.
• Tax planning: Tax optimization strategies, inheritance planning, and capital gains planning.
• Cash flow management: Budget analysis, expense reduction, and debt management.
• Risk management: Insurance planning and risk mitigation strategies.
• Business planning: Financial planning for businesses, including succession planning and employee benefits.

Our approach

Our collaborative and personalized approach ensures that we understand your unique situation and goals. We take the time to listen to your concerns, identify your financial aspirations, and develop a customized plan that aligns with your needs and values.

Our team

Our team of experienced financial planners and wealth management professionals are dedicated to providing exceptional client service and delivering tangible results. We are committed to ongoing communication, transparency, and building long-term relationships with our clients.

Our values

At Cockburn Lucas, we adhere to the following values:

• Integrity: We act with honesty and transparency in all our interactions.
• Client-centeredness: We prioritize your needs and goals in everything we do.
• Professionalism: We maintain the highest ethical standards and adhere to industry regulations.
• Sustainability: We adhere to responsible investing practices and promote financial well-being for future generations.

Contact us today

If you are seeking a trusted and experienced financial planning partner, please do not hesitate to contact us. We would be delighted to schedule a consultation and discuss your financial goals with you.