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.
Based
Aspire House, 1st Floor
19 Musters Road
West Bridgford
Nottingham
NG2 7PP
Telephone: 0115 981 9529
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