Richard Cooke DipPFS

Senior Financial Planner

Richard has worked in Financial Services since 1997, giving him a broad and varied range of experience in the industry. Richard specialises in ongoing holistic financial planning advice, 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.

Richard lives in Shrewsbury, and is married with two children. In his leisure time he enjoys playing cricket, cycling, and squash, and follows a wide variety of sports including football, cricket, cycling, and motorsports.

My colleagues describe me as

  • Keen to embrace new ideas
  • Straight talker
  • Makes the more technical issues easy to understand

Back

Don't just take our word for it!

“Redbourne has built up a reputation within the West Midlands as the IFA to turn to for more complex client work”