Amanda Cook Email & Phone Number | My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching. I have had the benefit of advising clients for over a decade and over that time I've focused on developing and improving my skills and expertise. I'm particularly interested in helping my clients plan and prepare for later life and I am Accredited by the Society of Later Life Advisers. The complexities of the many decisions clients or their family may need to face when looking at issues such as care funding matters or estate planning, need careful and considered advice. Additionally I work with clients who need to address end of life financial planning, including those who have had a terminal illness diagnosis and wish to plan for the families they will be leaving behind. I use my experience and knowledge to help them make clear and informed decisions. I believe in empowering clients to develop their practical and emotional relationship with money and have undertaken additional training in this area. I attained the Financial Coach Practitioner Certificate and NLP Master Practitioner. I achieved Chartered Financial Planner status in 2019.

Amanda Cook

My priority is helping my clients achieve their financial goals. By understanding their current posi...
Bournemouth, Bournemouth, United Kingdom

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Amanda Cook’s Location Bournemouth, Bournemouth, United Kingdom

Amanda Cook’s Current Industry Investec Wealth And Investment Society Of Later Life Advisers

Amanda Cook’s Prior Industry Evelyn Partners | Money Wise Independent Financial Advisers | Baker Davies

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Financial Planning Director

2019-11-01 00:00:00 - Present

Joint Regional Coordinator - Dorset & Hampshire

2014-02-01 00:00:00 - Present

Chartered Financial Planner and Accredited Later Life Adviser

2016-04-01 00:00:00 - 2019-11-01 00:00:00

Senior Financial Adviser and Accredited Later Life Adviser

2015-01-01 00:00:00 - 2016-04-01 00:00:00

Independent Financial Adviser

2009-02-01 00:00:00 - 2014-12-01 00:00:00

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Amanda Cook is a My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching. I have had the benefit of advising clients for over a decade and over that time I've focused on developing and improving my skills and expertise. I'm particularly interested in helping my clients plan and prepare for later life and I am Accredited by the Society of Later Life Advisers. The complexities of the many decisions clients or their family may need to face when looking at issues such as care funding matters or estate planning, need careful and considered advice. Additionally I work with clients who need to address end of life financial planning, including those who have had a terminal illness diagnosis and wish to plan for the families they will be leaving behind. I use my experience and knowledge to help them make clear and informed decisions. I believe in empowering clients to develop their practical and emotional relationship with money and have undertaken additional training in this area. I attained the Financial Coach Practitioner Certificate and NLP Master Practitioner. I achieved Chartered Financial Planner status in 2019.

Amanda Cook currently works in the Investec Wealth And Investment | Society Of Later Life Advisers |

Amanda Cook has prior
experience in the following industries:
Evelyn Partners | Money Wise Independent Financial Advisers | Baker Davies

Amanda Cook has the following professional experience:
Investec Wealth And Investment | Society Of Later Life Advisers | Evelyn Partners | Money Wise Independent Financial Advisers | Baker Davies