Nottingham
Alistair joined Perspective following the acquisition of Cockburn Lucas Independent Financial Consulting Ltd. He brings nearly 30 years of experience in the financial services industry, offering clients a wealth of expertise in retirement and investment planning. His specialist knowledge extends to tax planning for later life, inheritance tax strategies, trusts, business reliefs, and future generational planning, ensuring clients receive tailored advice for every stage of life.
Alistair joined the Cockburn Lucas team in 2013 and has continued to advance his professional qualifications. He became a Chartered Financial Planner in 2021 and was accepted as a Fellow of the Personal Finance Society (PFS) in 2022, reflecting his commitment to excellence and the highest standards of financial advice.
Passionate about helping clients achieve their goals, Alistair focuses on delivering bespoke solutions that provide clarity and confidence for the future.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123