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Richard Cole - BA (Hons) FPFS

Richard has worked in Financial Services since 2002. Prior to joining Hargreaves Lansdown he spent ten years in private banking providing estate planning and investment advice. He has gone on to gain one the highest advisory qualifications to become a Fellow of the Personal Finance Society (PFS).

FCA reference number: RJC01238

Richard Cole


  • Chartered Financial Planner
  • Fellow, Personal Finance Society

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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