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COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED

Company
COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED (03365186)

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING

Phone: 01159 819 529
A⁺ rating

ABOUT COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED

. We provide impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

In the minefield of savings products, pension and investment schemes it is hard to know who to trust for fair and impartial advice. Alistair Fraser has gained our respect and trust, provided us with excellent advice and service, as well as taking a weight off our minds - as we know we have now made some important decisions and plans for our future financial needs.

“I moved from a larger firm to Cockburn Lucas; a smaller and more personal firm. I welcome my annual meetings with Alistair Fraser and feel able to phone him for advice whenever I feel the need to do so. After over a year I feel very positive about both the ethical stance of Cockburn Lucas and their financial results.”

“In December 2013 I had a financial crisis which was made easy to bear thanks to the professional help and advice from the team at Cockburn Lucas. As for my investments, I would not expect anything less than the good service and advice I receive.”

“Cockburn Lucas have acted on my behalf since 1997. Prior to that Mike Horseman acted for me from 1992. At that time he gave me help and advice dealing with a redundancy package resulting in considerable tax saving and sound investment advice. In the time since, he has continued to give good advice which I rely upon. It gives me less to worry about. I recommend Cockburn Lucas for the professional and courteous manner in which they deal with their clients.”

“Sarasin & Partners have a strong relationship with Cockburn Lucas. As a top-end focussed investment manager we deal selectively in the UK intermediary market and have been impressed by the professionalism and ongoing due diligence effort put in by Cockburn Lucas. We recognise the firm as an important player in the professional investment community of the East Midlands.”

“I had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.”

Tom reached his 65th Birthday in May 2011. This coincided with the decision of his employer to close the business and retire as well. Tom required a complete review of his Retirement options and his existing Pension Plan, as well as his personal savings, from which he now required an income to meet his needs and objectives over the coming years.

We quickly established that Tom was a ‘defensive’ investor. We then established the levels of retirement income he would need from all sources, including his state pension and private savings. After completing a comprehensive retirement planning meeting and questionnaire, we determined which options were available to him from his existing pension plans, and agreed to provide him with a full review of those options.

After meeting with Tom, we conducted a full review of all options and also used our independent access to Annuity Market Rates and established that we could improve the pension quote from his existing provider by over £800 per annum - or a whopping £16,000 based on life expectancy. We also immediately switched Tom’s funds out of the Market and into cash whilst we decided what option to take: which proved very timely in the wake of the tragic Japanese earthquake and Greek sovereign debt bailout, as markets became extremely volatile. Finally, we identified all options for Tom, and agreed to send him our written report.

I had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.

KEY FINANCES

Year
2017
Assets
£207.92k ▲ £30.35k (17.09 %)
Cash
£60.69k ▲ £14.55k (31.54 %)
Liabilities
£93.29k ▲ £16.07k (20.81 %)
Net Worth
£114.63k ▲ £14.28k (14.24 %)

REGISTRATION INFO

Company name
COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED
Company number
03365186
Status
Active
Categroy
Private Limited Company
Date of Incorporation
02 May 1997
Age - 27 years
Home Country
United Kingdom

CONTACTS

Website
www.cockburnlucas.co.uk
Phones
01159 819 529
01159 817 527
Registered Address
HOLLAND HOUSE 45 LOUGHBOROUGH ROAD,
WEST BRIDGFORD,
NOTTINGHAM,
NOTTS,
NG2 7LA

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

04 May 2017
Confirmation statement made on 2 May 2017 with updates
15 Mar 2017
Total exemption small company accounts made up to 31 May 2016
19 May 2016
Annual return made up to 2 May 2016 with full list of shareholders Statement of capital on 2016-05-19 GBP 1,200

CHARGES

21 April 2010
Status
Outstanding
Delivered
24 April 2010
Persons entitled
Lloyds Tsb Bank PLC
Description
Fixed and floating charge over the undertaking and all…

27 February 2008
Status
Satisfied on 12 March 2010
Delivered
11 March 2008
Persons entitled
Kb Luxembourg (Monaco) Sam
Description
The shareholders charges 175 ordinary shares as a…

See Also


Last update 2018

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LIMITED DIRECTORS

Michael James Horseman

  Acting PSC
Appointed
06 June 1997
Occupation
Director
Role
Director
Age
60
Nationality
British
Address
Holland House, 45 Loughborough Road, West Bridgford, Nottingham, Nottinghamshire, England, NG2 7LA
Country Of Residence
United Kingdom
Name
HORSEMAN, Michael James
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Walter Simeon Angus Shaw

  Acting
Appointed
05 July 2004
Occupation
Financial Services
Role
Director
Age
59
Nationality
British
Address
Holland House, 45 Loughborough Road, West Bridgford, Nottingham, Notts, NG2 7LA
Country Of Residence
England
Name
SHAW, Walter Simeon Angus

Angela Jayne Horseman

  Resigned
Appointed
24 June 1997
Resigned
01 July 2003
Role
Secretary
Address
21 Thorncliffe Road, Mapperley Park, Nottingham, Nottinghamshire, NG3 5BQ
Name
HORSEMAN, Angela Jayne

Anthony John Eric Kidd

  Resigned
Appointed
02 May 1997
Resigned
24 June 1997
Role
Secretary
Address
Woodford House Middle Street, Kilham, East Yorkshire, YO25 0RL
Name
KIDD, Anthony John Eric

David Charles Shelton

  Resigned
Appointed
01 July 2003
Resigned
09 January 2009
Role
Secretary
Address
30 Broad Valley Drive, Bestwood Village, Nottingham, Nottinghamshire, NG6 8XA
Name
SHELTON, David Charles

LONDON LAW SECRETARIAL LIMITED

  Resigned
Appointed
02 May 1997
Resigned
02 May 1997
Role
Nominee Secretary
Address
84 Temple Chambers, Temple Avenue, London, EC4Y 0HP
Name
LONDON LAW SECRETARIAL LIMITED

Kenneth Thomas Horseman

  Resigned
Appointed
18 July 1997
Resigned
01 September 2003
Occupation
Retired
Role
Director
Age
99
Nationality
British
Address
67 Briar Gate, Long Eaton, Nottingham, NG10 4BQ
Name
HORSEMAN, Kenneth Thomas

LONDON LAW SERVICES LIMITED

  Resigned
Appointed
02 May 1997
Resigned
02 May 1997
Role
Nominee Director
Address
84 Temple Chambers, Temple Avenue, London, EC4Y 0HP
Name
LONDON LAW SERVICES LIMITED

Peter Towsey

  Resigned
Appointed
06 June 1997
Resigned
01 September 2007
Occupation
Director
Role
Director
Age
88
Nationality
British
Address
Waterloo Lodge Farm, Stapleford, Melton Mowbray, Leicestershire, LE14 2SF
Name
TOWSEY, Peter

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Excellent according to the company’s financial health.