Cockburn Lucas Independent Financial Consulting Ltd - Nottingham

Cockburn Lucas Independent Financial Consulting Ltd is a financial planning firm located at Address: 19 Musters Rd, West Bridgford, Nottingham NG2 7PP, United Kingdom. They can be reached at Phone: 1159819529. Their website is Website: cockburnlucas.co.uk.

This company specializes in Financial planner. They offer services such as retirement planning, investment management, tax planning, and estate planning. They have a team of experienced financial advisors who are committed to helping their clients achieve their financial goals.

Cockburn Lucas Independent Financial Consulting Ltd is wheelchair accessible, with a wheelchair accessible parking lot and restroom. An appointment is required to visit their office. They have 46 reviews on Google My Business with an average opinion of 4.9/5.

Other points of interest include a restroom and a wheelchair accessible restroom. These features demonstrate their commitment to providing a comfortable and accessible environment for all their clients.

When searching for a financial planning firm, it's essential to consider their experience, services offered, and reputation. Cockburn Lucas Independent Financial Consulting Ltd has a proven track record of helping their clients achieve their financial goals. Their team of experienced financial advisors is dedicated to providing personalized advice and strategies that meet each client's unique needs.

Cockburn Lucas Independent Financial Consulting Ltd's website is an excellent resource for learning more about their services and team. It includes information about their approach to financial planning, the types of clients they work with, and the services they offer. Their website also features a blog with articles on financial planning topics, providing valuable insights and tips.

Reviews of Cockburn Lucas Independent Financial Consulting Ltd

Surinder Kareer

5/5

I received very good advice and support from Ajay Khosla for my pension planning. He is very professional friendly and well informed to provide excellent financial advice. I would recommend him to anyone who is looking for retirement planning advice or financial assistance. I look forward to many more years of service from Cockburn Lucas Financial consultants.

William Allen

5/5

Angus Shaw has always given us great advice and support in deciding where best to invest our savings. He also made sure that we created our Powers of Attorney, which we might have forgotten about. The rest of the team at Cockburn Lucas have always been very professional and polite in all our dealings with them.

E H

5/5

I have used Cockburn Lucas for many years and have nothing but praise for Angus and the team. They are always polite, professional and friendly and will answer any queries I may have promptly. Well done and thanks all.

Sarah Blower

5/5

Ajay is extremely knowledgeable and personable. His is able to explain financial situations and benefits in a simple and considered manner. I strongly recommend Cockburn Lucas as a trusted financial planning advisory service.

Barrie S

5/5

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.

Alison Shimeld

5/5

Nothing was ever too much trouble. Angus made sure to keep us well informed even with personal visits as my aunty was infirm. Always very quick to respond and always looked after the investments as if it was their own.

Martine Bourdeau

5/5

Absolutely trust Cockburn Lucas with our money. We are ethical investors and they really understand our goals. Highly recommended.

David Blower

4/5

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.