Ronni Cook

About

I’m Ronni, founder of Chartwell Financial Planning. With years of experience advising high net worth individuals and families, I’ve built a reputation for delivering tailored, discreet advice that protects your interests and supports your ambitions. Discretion and confidentiality are at the heart of my practice, ensuring your personal and financial affairs are always handled with the utmost care. While I have extensive experience supporting clients with established wealth and complex estates, I also believe that financial planning should be accessible to everyone. Whether you’re just starting out, building your portfolio, or managing significant assets, I provide clear, friendly guidance to help you make informed decisions at every stage. At Chartwell, I specialise in holistic financial planning, covering pensions, tax and estate strategies, intergenerational wealth, philanthropy, and both personal and business protection. Most clients come to me through referrals, reflecting the trust and results I deliver. If you value a highly personal, expert, and confidential approach to your finances, no matter your current position, I’d be delighted to support you on your financial journey. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx