Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Do you need an Investment and Retirement Coach?

The best of the best have a coach (just look at Usain Bolt!).

Financial advice should be no different. Using a coach will give you a far greater understanding of your finances and leave you with more confidence about reaching your financial goals.

You are a specialist in your field. I am a specialist in mine. Which is why, with more than 30 years of experience, I know what works and what doesn’t work when investing to meet certain goals, and I have taken the decision to become a financial coach.

A regulated financial adviser is not a coach. Many of them do a great job but fundamentally their role is to tell you what to do, not to help you make good decisions for yourself. Traditionally advisers did not consider it their role to educate their clients. Many preferred to keep all the knowledge to themselves so that you would need their services forever. It is not by accident that your annual pension statement is full of gobbledygook.

So how does a coach differ from an adviser? The fundamental difference is that a coach’s role is to give you all the help, education, information and guidance you need in order to make good decisions for yourself. This is the way of the modern world. Most of us will go online and carry out our own research before making any significant buying decisions. However some guidance from an expert in the field is often needed as reassurance before the order is placed.

Buying financial services should be no different. All the information and processes are out there if you know where to look. Try Hargreaves Lansdown for their user-friendly service.

I find that approximately 50% of my clients need help in strategising and establishing their online account and can then manage their goals independently. The other 50% are happy to pay for access to an ongoing guidance and support service.

Regulated financial adviser fees have rocketed since commission was banned and are now beyond the reach of many people. Regardless of cost, many more people are finding that the online no-advice platforms, whether or not supported by a guidance service, are the best answer.

If you would like to know more just click the box on the right or text me on 07770 575122.


It doesn’t take much time. All of the help and guidance is out there if you know where to look.

The best of the best have a coach whether in sport, business, fitness, or health. Isn’t it time you had a financial coach?


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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