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Cockburn Lucas Independent Financial Consulting Ltd

  1. Nottingham
  2. Nottingham Finance

Reviews, get directions and contact details for Cockburn Lucas Independent Financial Consulting Ltd

Cockburn Lucas Independent Financial Consulting Ltd
"We have been providing high-quality, trustworthy independent financial advice across the East Midlands since 1997.Our team of specialist Financial Planners can provide advice in the areas of pensions and retirement, investments, estate & tax planning and protection."
Address: 45 Loughborough Rd, West Bridgford, Nottingham NG2 7LA, UK
Phone: 0115 981 9529
State: Nottinghamshire
City: Nottingham
Zip Code: NG2 7LA

opening times

Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
We have had a very positive experience from Cockburn Lucas. We felt that Alistair listened to our requirements, provided a clearly explained path in an ideal balance of professionalism and approachability. You never feel rushed and they are supported by great administration in our case Bridgit who provide very swift and friendly responses to any questions you throw at them. Their aim seems to be a long term relationship, which is precisely what we were looking for. Good people.
Very approachable, well informed advisors with whom it is easy to discuss financial affairs. Website simple to navigate, regular updates provided. Opportunities to invest sustainably
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.
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.
We have been with Alistair for 12 years now and his financial advice has always been spot on. Everything is always explained in a clear manner and is easy to understand. We would highly recommend Cockburn Lucas to anyone who is seeking professional financial advice.
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.
Excellent advice. Always have a clear understanding from Alistair about our investments. Very quick responses to queries. We’re nervous investors but feel confident in Cockburn Lucas and that we’re achieving our goals both financially and ethically.
Very kind and professional. I reached out to over 4 different Financial Advisors in the area and Angus was the only one that replied and offered me some free and very useful advice. I wouldn't hesitate to use them again, as their level of professionalism I received was outstanding.
Despite being based in Nottinghamshire and me in South-East London absolutely no issues with contact/regular meetings. Jo Noon and her team look after me very well and would have no hesitation in recommending them to anyone who wants a good/solid and reliable service for their investments.
Best thing i ever did is to let Alister and his team look after my pension everything is explained in great detail and all calls are always answered or returned within a short period of time. i am sure i will be with them for the long term. John.
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