Cockburn Lucas Independent Financial Consulting Ltd

"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"

"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."

"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."

"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."