Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Richard Cook The Investment and Retirement Coach

Welcome to the Retirement Coach

Richard Cook The Investment and Retirement CoachRichard Cook created The Retirement Coach after a 30 year plus career as an Independent Planner with a speciality in all aspects of Retirement Planning.

Having recently sold his Practice Richard is not ready for a conventional retirement and prefers to describe himself as being in the process of being “reinvented”.

The overriding objective of The Retirement Coach is to provide the tools, information, education and guidance to help people towards creating a life they will continue to love once they have stopped working or slowed down their business activities.

Richard noticed a real scarcity of non-financial information about planning for and living an interesting, fulfilling and worry free retirement. That is a gap we will be working very hard to fill.

The way in which financial products are sourced, managed and monitored has changed forever with the growth of the internet and the introduction of the Retail Distribution Review at the end of 2012. Financial advisers can no longer be remunerated by commission and yet the vast majority of consumers have indicated that they are not prepared to pay a fee for advice at a level which would be acceptable to advisers. The “advice gap” this has created is huge . One of our objectives is to go some way to filling this gap by providing the tools for those individuals, who have the confidence to do so, to manage their pension plans and other investments on line.

As a lifelong financial planner you will not be surprised to know that Richard remains convinced that the services of a well qualified Independent Financial Adviser are essential for many people as they prepare for their retirement years. The information provided on this blog and on the web site and Facebook page should help you to have a more meaningful and fulfilling relationship with your adviser.

The Retirement Coach has decided to avoid any possible conflict of interest by choosing not to become an adviser authorised by The Financial Services Authority. Nothing we say should therefore be interpreted as individual advice.

Introduction over!!! There is loads of useful stuff coming up. We look forward to having a real dialogue with our readers over the weeks ahead so that we will find out where we can add real value to your lives


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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