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Adviser dossier · Wealth managers & private bankers

Richard Cook

Senior Financial Planner, Rathbones
Part of a group United Kingdom
1
Distinction listed
10
years in current expertise
Profile

Richard Cook is a Senior Financial Planner in Rathbones' London office. He holds the designations of Chartered Financial Planner, Certified Financial Planner (CFP), and Chartered Wealth Manager, and is both a Fellow of the Personal Finance Society and a Fellow of the Chartered Institute for Securities and Investment. He brings over 10 years of experience in financial planning and wealth management.

Prior to joining Rathbones, he served as an Associate Director at Coutts Private Bank, where he focused on advising high net worth individuals and their families. His areas of expertise include tax-efficient investing, retirement planning, financial protection, and estate planning.

Specialisms
Recognition
Citywealth Leaders List 2025 — Financial Advisory & UHNW Services — Leaders List 2025 View source ↗