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Here’s how we can help you

Why do I think you should choose CL4Women to provide your financial advice?

I believe there's real value in a financial service for women, provided by women. CL4Women's research proves that it's what this industry needs. And my own experience has shown me, time and again, that it makes such a big difference to the women I work with.

Here are a few examples of the ways in which CL4Women can help you:

Women In Business

We are passionate about empowering successful entrepreneurial women in business to set their own ... Read More

We are passionate about empowering successful entrepreneurial women in business to set their own their own financial objectives and achieve them through effective planning. 

If you’re setting up a new company, you can take advice from our own corporate financial advisers and our network of professional connections.

If you need some advice on employee benefits, we can put you in touch with a network of successful, like-minded women, via seminars or network forums. Your drive and their insight can help you propel your business forwards and enjoy the greater financial freedom that provides.

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Retirement Planning and Divorce

If your partner took over responsibility for your finances when you got married, you’re in the ... Read More

If your partner took over responsibility for your finances when you got married, you’re in the majority. Many, many women give over full financial responsibility to their partners, for all sorts of reasons. Understandably, the thought of taking on that responsibility following divorce can be a scary one.

Getting to grips with pensions and investments can seem like a mammoth task. It’s hard enough to know where to start, and suppose you don’t make the right choices?

What really helps is having someone to talk to who understands what you’re going through. In fact, I can guarantee that when we’ve talked it all over, you’ll feel significantly more confident about your financial future. 

This isn’t about building up huge investment portfolios; it’s about taking control and taking financial responsibility, helping you plan your finances so that you can ensure the future you want after divorce.

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Women with Careers

Juggling home and work is challenging. But I hope you cherish your achievements and enjoy the rew... Read More

Juggling home and work is challenging. But I hope you cherish your achievements and enjoy the rewards that come with your hard work. Even so, you may have had to make sacrifices.

Perhaps you have had to change jobs several times in your career whilst working your way up the ladder. Of course this can impact on your pensions and savings. Many women I meet complain about lots of frozen pensions, not knowing if they’ll meet their income needs when they retire.

Understanding all the paperwork; knowing whether to leave these frozen schemes where they are, or combine them is a tough job.

You may have opened a number of savings and ISAs too, but again, it takes a lot of time and effort to establish whether you’re paying the right charges, investing in the best performing funds, or actually making any growth so that your money actually works hard for you.

Working together, we can take this hassle away, ‘tidy things up’ and simplify your finances. You know that decluttering feeling? Getting rid of the old and making space for the new? It feels good doesn’t it?

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Bereavement

The last thing any of us want after suffering a bereavement is suddenly being faced with the inev... Read More

The last thing any of us want after suffering a bereavement is suddenly being faced with the inevitable confusion of managing probate, pensions, investments and paperwork...

This isn’t the time to be making lifelong financial decisions on your own. So we will help you deal with it all, and help you make the decisions that will give you financial peace of mind. It will make the whole process so much quicker, easier and above all, reassuring.

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We can help, let’s talk…

To get things started, just give CL4W a call on 0115 981 9529. We've got a dedicated team - no call centres - who will be happy to help. They'll take a few details and arrange a time for us to meet up.

We can meet here at the Cockburn Lucas offices in West Bridgford, or, if it's more convenient, I'll be happy to meet you at your home, or even your preferred cafe. Really, the important thing is that we can have an hour or so's peace and quiet to talk over the things that really matter to you.

I know that for many clients, the day we meet is actually the first time they've had an opportunity to really think about their financial future. Whatever your circumstances, just having that chance to consider what you want - and how you want to go there - can be a really liberating experience. 

No-obligation financial advice

Don't worry - there's no obligation. Even if you decide you don't need our support just now, just meeting and talking things over can be a really positive experience. 

 

Enterprise Investment Scheme Association Awards Better Society Awards PARA Professional Adviser - IA Money Marketing 2018