Cockburn Lucas Independent Financial Consulting Ltd - Nottingham

Cockburn Lucas Independent Financial Consulting Ltd: A Comprehensive Overview

Address: 19 Musters Rd, West Bridgford, Nottingham NG2 7PP, United Kingdom

Phone: 1159819529

Website: cockburnlucas.co.uk

Specialties:

• Financial planner

Other Points of Interest:

• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required

Cockburn Lucas Independent Financial Consulting Ltd is a prestigious financial consulting firm located in Nottingham, United Kingdom. Known for their dedication to providing top-notch financial planning services, their team of experienced professionals works closely with clients to develop personalized strategies that cater to their unique financial needs and goals.

The company has garnered a stellar reputation among its clients, as evidenced by their impressive 4.9/5 average rating, based on 45 reviews on Google My Business. This high level of satisfaction is a testament to the exceptional service and expert advice they consistently deliver.

One notable aspect of Cockburn Lucas' services is their focus on retirement planning. As one client mentioned, "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." This commitment to helping clients secure their financial future in their golden years is just one example of the personalized attention and tailored solutions they offer.

In addition to their exceptional services, Cockburn Lucas also takes pride in their accessibility. The company offers facilities such as wheelchair accessible parking and restrooms, ensuring that all clients can easily access their services.

To learn more about Cockburn Lucas Independent Financial Consulting Ltd and their offerings, visit their website at cockburnlucas.co.uk. If you're seeking a reputable financial planning firm with a proven track record of success and a commitment to personalized service, look no further than Cockburn Lucas.

Take the first step towards securing your financial future by contacting Cockburn Lucas Independent Financial Consulting Ltd today. Their knowledgeable team is ready to assist you in achieving your financial goals and building a brighter future.

👍 Reviews of Cockburn Lucas Independent Financial Consulting Ltd

Surinder K.

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 A.

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 B.

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 S.

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 B.

5/5

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

David B.

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.