Neale Cooke

Chartered Financial Planner | Running my own ethically conscious firm, providing personal financial advice

Spennymoor, England, United Kingdom

About

Experience

  • MD & Chartered Financial Planner at Principled
    May 2023 - Present · 3 yrs 3 mos

  • Chartered Financial Planner at Pura Vida Financial Planning
    Sep 2021 - Oct 2022 · 1 yr 2 mos

    We’re here to help individuals and families achieve greater financial security, confidence and freedom. It’s not just about building assets, but arranging them in line with your values, so you can spend more time enjoying life with the people you love. Pura Vida: https://youtu.be/aQQGQxSOx8U

  • Chartered Financial Planner at Eldon Financial Planning Ltd
    Sep 2014 - Sep 2021 · 7 yrs 1 mo

  • Trainee Paraplanner at Ellis Bates Group
    Oct 2012 - Sep 2014 · 2 yrs

    Review fact finds, discuss cases with advisers, and prepare Suitability Reports Ensure advisers complete appropriate compliance. Admin duties as required.

  • Pensions Administrator at RPMI
    May 2008 - Oct 2012 · 4 yrs 6 mos

    Cradle to grave admin for DC and CARE schemes