Renata Cook

Chartered Financial Planner @Renata Cook Wealth Management Ltd

Glasgow, GB
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+91 *********19

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WORK HISTORY

Jun 2018 — Present

Chartered Financial Planner @Renata Cook Wealth Management Ltd

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Glasgow, GB

Renata Cook Wealth Management is an Associate Partner Practice of St. James’s Place Wealth Management one of the UK’s largest wealth managers with funds under management over £198.5 billion. Renata Cook Wealth Management specialises in the following areas: Retirement Planning, Annuity Services Investment Planning to suit your individual needs. Lending Solutions & Mortgages Inheritance Tax Planning Corporate enterprisesWe organise financial wellbeing meetings and drop-in clinics at your premises so employees can get help with their financial needs at the workplace. SME Business and EntrepreneursWe support you by providing bespoke financial advice including aspects of exit strategies so you can concentrate on running your business knowing your finances are in good hands. Property Investors and Private IndividualsWe help you by providing tailored financial advice including mortgages and other lending solutions, so you can optimise the costs and get access to some of the best deals.Our clients struggled to find time to look after their finances and manage the risks they face. We show our clients that by taking action now we can make a plan and work towards achieving their goals because we can simplify and help with the matters they worry about and care the most.I would be delighted to talk to you, there is no obligation to exploring your options. 07•••••••53 r••••••••@sjpp.co.ukYour home may be repossessed if you do not keep up repayments on your mortgage.The value of your investment can go down as well as up. You could get back less than you invested.Renata Cook Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.

EDUCATION

2021

University of Glasgow

Master of Science (MSc), Corporate Governance and Accountability

2010

Kaunas University of Technology

BA in Management and Business Administration, Finance and Financial Management Services

2016

LIBF

Certificate in Mortgage Advice and Practice (CeMAP)

2018 — 2019

Chartered Insurance Institute

Diploma in Regulated Financial Planning

N/A

Chartered Insurance Institute

Chartered Financial Planner, Financial Planning and Services

2015

The Chartered Banker Institute

Professional Banker Certificate

ABOUT RENATA COOK

Every person I work with has a different motivation as to why they want to safeguard…

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Renata Cook — Chartered Financial Planner at Renata Cook Wealth Management Ltd in Glasgow, GB | Unifers