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Yvonne Cook Financial planning
Associate Financial Planner

Yvonne Cook

Financial planning

Areas of expertise

Areas of advice Yvonne offers include Protection, Investments, Retirement Planning, Inheritance Tax and Estate Planning.

Experience

Yvonne is an Associate Financial Planner based in the Glasgow office. Yvonne has a vast range of experience having been the Practice Manager of a Legal and Financial Services firm for over 20 years before becoming a DipPFS qualified Financial Adviser and working with a St. James’s Place Partner Practice.
Yvonne joined in December 2021 and is focusing on building long term relationships with clients and providing generations of families and businesses with a source of trusted advice as their financial needs change over the years.

Professional qualifications and memberships

Dip PFS

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