The Investment and Retirement Coach

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The Investment and Retirement Coach

The Investment and Retirement Coach

Providing guidance , help and support to individuals who wish to utilise the modern , user friendly , low cost , " no advice" on-line financial services platforms.

This service is particularly relevant to entrepreneurs who are independently minded and wish to retain control of their investments and pensions rather than using the more traditional regulated financial adviser route . Richard Cook , the founder of the service , has more than 30 years financial services experience as well as the practical experience of building and selling a successful Cheltenham business.

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The Investment and Retirement Coach

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The Investment and Retirement Coach

Providing guidance , help and support to individuals who wish to utilise the modern , user friendly , low cost , " no advice" on-line financial services platforms. This service is particularly relevant to entrepreneurs who are independently minded and wish to retain control of their investments and pensions rather than using the more traditional regulated financial adviser route . Richard Cook , the founder of the service , has more than 30 years financial services experience as well as the practical experience of building…

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The support and networking opportunities that the Chamber offered to me as director of a new business really appealed. The board and members I spoke to seemed really interested in my business.

Alastair James Roberts ACII
Alastair James Insurance Brokers

 

“I can see there is a lot of energy there, a lot of passion for doing the best for the town and we want to be part of that.”

Oliver Wiliams
Ellenborough Park

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