DescriptionCockburn Lucas was established in 1997 with the aim of providing individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice. Our Financial Planning service is very much relationship-based, meaning that we are with you every step of the way in helping you to manage your finances through the various stages of your life and ensuring that your financial ‘journey’ is as smooth as possible. With over 150 years of combined experience, our expert and Chartered team of Financial Planners can help you build a robust long-term financial plan to ensure you get the outcome you desire and deserve.Approach
Cockburn Lucas are committed to providing individuals with access to a sustainable investment strategy which is commensurate with their own personal views and concerns on the issues facing our world.
We recognise that we are all increasingly concerned about ‘making a difference’ to the world. With so much information available on so many issues – such as global warming, poverty, gender inequality etc. – we are more aware of the precarious state of our world and more determined than ever to make it a better place through impact and sustainable investment.
We are firm believers that 'making a difference' is not limited to picking up litter or reducing your own plastic usage; your money can go a long way, too.
That is why we have developed a Positive Impact Investment Service for investors who wish to see their money making a positive difference to the world - without necessarily compromising on long-term financial returns.