I am a Chartered Financial Planner dedicated to helping individuals and families take control of their financial future through holistic, values-based financial planning.

As the founder of Renata Cook Wealth Management, I work with successful professionals, entrepreneurs, and families who want more than traditional financial advice. My approach focuses on aligning wealth with lifestyle, purpose, and long-term ambitions.

Rather than focusing only on investments, I look at the bigger picture - exploring my clients’ goals, priorities, and vision for the future. By bringing together lifestyle planning, investments, tax efficiency, retirement strategies, and long-term wealth planning, I help my clients build, protect, and grow their wealth with clarity and confidence.

I believe financial planning should empower people. My mission is to provide the guidance and structure needed to help clients make informed decisions and feel in control of their financial future.

Outside of work, family is at the centre of my life. As a wife to my husband and a mum of two amazing children, I believe strongly in creating life work balance - supporting my children in pursuing their dreams while building a life that reflects the values that matter most.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.