East Midlands Based Independent Financial Planners Launch Female-only Financial Planning Service

NOTTINGHAM, England, July 19, 2016 /PRNewswire/ --

Award-winning East Midlands-based Independent Financial Planners, Cockburn Lucas, are delighted to launch Cockburn Lucas for Women (CL4W), their new dedicated female-only planning service. 

CL4W is an empowering new financial planning service, run by women for women. Headed up by Jo Noon and supported by the award-winning advisory team at Cockburn Lucas, CL4W aims to close the gender investing gap. It means that women in the East Midlands and across the United Kingdom can now access a financial planning service that truly reflects their specific needs. Paying close attention to the financial issues facing women following divorce and bereavement, as well as general financial planning issues, the new service delivers a female approach to savings, pension planning and investment. Clients will enjoy a person-specific focus on goal-based investing and access to a dedicated female only team, with less emphasis on jargon and statistics.

Leading CL4W's women-only team is Jo Noon, who has 20 years' experience as an Independent Financial Planner. She explains why this is the right time for a financial planning service designed exclusively for women: "As women in general live longer than men they often end up in control of the purse strings, which requires specific planning advice. Sadly, despite improvements in pay inequality, women still tend to earn less than their male counterparts and also take more career breaks, which can have a profound effect on their own retirement planning outcomes."

"Another important consideration is the situation covering pensions and divorce, especially in view of the new pension freedom rules. So, I felt a women-only service, to help women through some of the most traumatic moments in their life, will provide the expert advice they need in a more caring and empathetic way."

CL4W will also utilise a number of Investment Platforms, along with Customer relationship provider XPLAN, to provide a cost-efficient and dedicated client service experience from beginning to end.

The service will also provide a range of "Greener" investment solutions for those clients wanting the option of ethically screened funds.

CL4W will collaborate with other female networks and professional services providers too, including lawyers and tax advisers, and specialists within the health and protection sector, to create a "Sisterhood". This means CL4W's clients will enjoy more than just a financial planning service; they will have access to a wealth of women-only providers offering tailored support and advice, as well as access to a calendar of social events.

The CL4W website - http://www.cl4women.co.uk - is now live and Jo and the team are already helping female clients work towards a more secure financial future.

ABOUT COCKBURN LUCAS 

Cockburn Lucas was established in 1997 to provide reliable and trustworthy independent financial advice to private clients, companies and family trusts based within the East Midlands region.

• Highly-qualified - Our consultancy team has worked together for over 25 years and hold Advanced Financial Planning qualifications.
• Bespoke solutions - A modern and transparent approach to delivery of financial services.
• Dedicated client services team - Supporting all aspects of your financial planning and treating you as an individual.
• Owner-managed business - Our company is 100% owned by its management, ensuring our interests are aligned with our clients
• Award winning - We have been recognized in a number of national awards, as shown below.

SOURCE CL4W