Renata Cook

Whether you are a taking your first apprehensive steps towards planning for your future, or you are a seasoned investor looking for a new challenge, Renata Cook Wealth Management Ltd can help you achieve your financial goals. Everyone has a story as to why they are seeking financial advice, taking the time to get to know that story is the best way to support you. Renata Cook Wealth Management Ltd tailor our savings and investments process to suit your ethics, your lifestyle, your specific goals and your appetite for risk. We will ensure you understand our methods every step of the way, giving you the confidence to trust us with your financial future. We are based in Central Scotland, but work with SME’s, Entrepreneurs and Individuals throughout the UK. We offer a range of services including; • Aspects of Exit strategy planning for business owners • Retirement planning • Protection • Making investments • Getting the most out of your business finances • Securing your family’s future I work with a range of clients, which include: • Business owners/entrepreneurs • Individuals planning for retirement • Individuals buying their first homes or moving homes • Property investors - individuals and business owners • Families with complex estates, including UK resident non domicile and expats If you would like an informal no obligation chat, please feel free to connect with me: Mob: 07907 595953 | Email: renata.cook@sjpp.co.uk Website: https://www.rcwealthmanagement.co.uk/ LinkedIn: https://www.linkedin.com/in/renata-cook-d/ Podcast Wealth Magnetism: https://wealthmagnetism.co.uk/ I would be delighted to talk to you, there is no obligation to exploring your options. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 27/09/2024