Our people

Amanda Cook

Financial Planning Director Bournemouth
Amanda Cook

About

Amanda Cook

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Read reviews from Amanda's clients:
 

Media articles I’m quoted in

Rathbones reports surge in client queries and action ahead of pension/IHT reform

Wealth Investment News | May 2026

Open the article

Rathbones sees surge in client queries and early action ahead of pension IHT reform

Wealth DFM | May 2026

Open the article