Richard Cole
Senior Manager, Chartered Financial Planner
Professionally
Richard has been working in financial services since 2002, beginning his career with a decade in private banking before qualifying as a Chartered Financial Planner. As a highly experienced financial advisor in Bedford, he specialises in retirement planning and estate planning, helping clients build secure and confident long-term financial futures.
Located in Bedford, Richard is passionate about building long-term, trusted relationships and helping clients achieve their long-term goals and objectives. As an experienced financial planner in Bedford, he is also qualified to provide Long Term Care advice and brings a wealth of knowledge in this important area of financial planning.
Known for his clear and practical approach, Richard is skilled at simplifying complex financial arrangements. By providing tailored financial advice in Bedford, he helps clients make the most of their allowances, exemptions, investments and planning opportunities, while ensuring strategies continue to adapt to changing needs and evolving legislation.
- Retirement advice
- Estate planning
- Fellow of the Personal Finance Society (FPFS)
- Advanced Diploma in Regulated Financial Planning (APFS)
Personally
Outside of work, Richard was Chair of Bedford Swim Squad from 2021 to 2025. Interests are mainly sporting, with much of his spare time currently taken up following his daughter around the country at competitive swimming championships, and on the sidelines watching his son play football.
Richard in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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