Richard Cole

Chartered Financial Planner

Professionally

Richard has worked in financial services since 2002, initially spending 10 years advising within private banking and then 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.

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.

Specialisms

  • Retirement advice
  • Estate planning

qualifications

  • Fellow of the Personal Finance Society (FPFS)
  • Advanced Diploma in Regulated Financial Planning (APFS)

Personally

Outside of work, Richard has been Chair of Bedford Swim Squad since 2021, the premier competitive swimming club in Bedfordshire (County, Regional, and National Champions).

He regularly manages the team at Open Meets and Championships and has organised two overseas training camps in Cyprus over the last couple of years.

Richard in the spotlight

An interesting fact about me is…
An interesting fact about me is… I am an avid Luton Town FC fan!
London regional office & Registered company address:
3 Gough Square
London
EC4A 3DE
Kent regional office:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
19 Oxford Road
Oxford Point
Bournemouth
BH8 8GS
Oxfordshire regional office:
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.