Richard Cooke

DipPFS
Financial Advisor
Based at: 
Call me: 
01743 273273
About 

Richard has worked in Financial Services since 1997 and has a broad and varied range of experience in the industry. In recent years Richard has specialised in providing ongoing holistic financial planning advice to high net worth clients, with particular focus on tax efficient investment, income production, pensions, and estate planning.

Richard likes to build long term relationships with clients, with regular reviews to ensure the client remains on course to achieve their financial planning objectives, whilst providing the highest level of customer service.

He has achieved the Diploma in Financial Planning and is currently working towards Chartered Financial Planner status.

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