Richard Cole
Senior Manager, Chartered Financial Planner
Professionally
Richard has worked in financial services since 2002, initially spending 10 years advising within private banking and becoming a Chartered Financial Planner.
Specialising in retirement and estate planning, he enjoys building lasting trusted relationships and helping individuals meet their long-term goals and objectives. Richard is also qualified to provide Long Term Care advice and has a wealth of experience in this area of financial planning.
He is skilled and talented to simplify complex arrangements to ensure individuals can maximise their overall benefits, exemptions, allowances, and investments through sensible planning, while consistently adapting to their ongoing needs and legislative changes
- 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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