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.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
