Renata Cook Wealth Management

Renata Cook Wealth Management Financial planning service. Your home may be repossessed if you do not keep up repayments on your mortgage.

My advice covers all areas of wealth management, including, retirement planning, investments planning, protection planning and mortgages.

28/04/2025

I had an amazing time last week at Scottish Growth Summit.

Lots of brilliant businesses there to learn, grow and help one another.

Thank you Claire Nelson for hosting and inspiring all of us to reach higher and take control of every day.

Great to catch up with Laura Maginess and to hear an inspiring talk about the power of “Why” we’re in business by Sales Geek Glasgow.
Thanks to 🤓 Davie Sneddon and Peter R Barclay 🤓

I also was lucky to meet inspiring women like Jen Wilson I Am Jen Wilson, The Healing Rebel who helps women living with pain and chronic illness.

It was lovely to see former podcast guests Alice Thompson and Ev Foster as well.

I was giving away a bottle of bubbly and the lucky winner was Lisa Crow.

If you were there, I’d love to hear your thoughts in the comments.

Glasglow Girls Club The Glow Club

🌟 Monday Motivation for Your Financial Future! 🌟Happy Monday! As we step into a new week, I want to remind you that now ...
21/04/2025

🌟 Monday Motivation for Your Financial Future! 🌟

Happy Monday!

As we step into a new week, I want to remind you that now is the perfect time to take control of your financial journey.

Whether you’re dreaming of homeownership, planning for retirement, or looking to invest wisely, I’m here to guide you every step of the way.

It’s not just about crunching numbers; it’s about building a roadmap tailored to your unique goals and aspirations.

Let’s embrace this week with the mindset that every small step can lead to significant change.

What financial goals are you hoping to achieve?

I’d love to help you turn those dreams into reality!

Here’s to a productive week ahead, filled with possibilities! 💼✨

“Wealth Magnetism” Podcast.Flashback to Episode 17 of my podcast with All-round Creative Greg Friel  Greg is a musician,...
18/04/2025

“Wealth Magnetism” Podcast.

Flashback to Episode 17 of my podcast with All-round Creative Greg Friel

Greg is a musician, marketer and creative consultant who believes in the power of storytelling.

His work has taken him to New York, Nashville and Hollywood as well as working on highly creative Brand Events for companies here in Scotland over the last few years.

Whenever I wanted to do my podcast in the first place, I wanted Greg to produce it but I also wanted him to be a guest. He always has a great story to tell.

Listen to Episode 17 here:-

www.wealthmagnetism.com

Wednesday Wisdom 3 Essential Tips for Managing Your Finances 💷1. Create a Comprehensive Budget: Track your income and ex...
16/04/2025

Wednesday Wisdom

3 Essential Tips for Managing Your Finances 💷

1. Create a Comprehensive Budget: Track your income and expenses to allocate funds effectively. Set realistic short-term and long-term financial goals to guide your spending.

2. Build an Emergency Fund: Save 3 to 6 months’ worth of living expenses (e.g., £7,500 to £15,000 for £2,500 monthly expenses) in a separate high-interest account to cover unexpected costs.

3. Invest for the Future: Start early and contribute regularly to investments like pensions or ISAs. Diversify your portfolio to reduce risk and enhance returns.

Taking control of your finances today can lead to long-term stability and growth! 💪💰

I’m so proud to share that I am now officially a Chartered Financial Planner!This achievement marks a significant milest...
14/04/2025

I’m so proud to share that I am now officially a Chartered Financial Planner!

This achievement marks a significant milestone in my journey - not just professionally, but personally too. It’s taken years of dedication, studying, and continuous learning to get to this stage, and I’m incredibly grateful for everyone who’s supported me along the way.

Being a female financial planner in an industry where only 16% of planners are women - and just 23% of those hold Chartered status - I’m committed to helping change the landscape of financial planning. How many of us are Lithuanian? I have no idea, but I imagine it's only a handful. And that makes this milestone even more meaningful to me.

I’m also incredibly proud of what I’ve built over the last 6 years - running a business, being a mum to two amazing children, and a wife to my lovely husband. It hasn’t always been easy, but it’s been deeply fulfilling.

I’m building my dream life - and helping over 80 families I work with to do the same. And I know that’s just the beginning. So many more will join us in the coming years.

As a lifestyle financial planner and business owner, personal and professional growth isn’t just something I value - it’s something I live.

Here’s to breaking barriers, leading with purpose, and lifting others as we rise.


11/04/2025

"Wealth Magnetism" Friday

Let's go back to Episode 2 of my podcast and one of my favourite guests, Laura Maginess.

Laura Maginess is the multi-award-winning founder of the Glasglow Girls Club and The Glow Club (formerly known as GGC Business), celebrated as the "Community Queen" for establishing a dynamic online community of over 43,000 members in Glasgow.

Driven by a passion to empower women in Glasgow and beyond, Laura aims to help them shine personally and professionally. Her mission is informed by her own challenges with limiting self-beliefs, which delayed her entrepreneurial pursuits for a decade.

Through The Glow Club, Laura leverages her experience and insights to support female entrepreneurs in developing their businesses, embodying her dedication to encouraging and supporting women to realise their potential and achieve success.

Listen to episode 2 here:-

www.wealthmagnetism.co.uk

Renata Cook’s Recipes For Financial Success.“Will & Power Of Attorney Pie”Preparation:1. Mix Preparation & Reflection: T...
09/04/2025

Renata Cook’s Recipes For Financial Success.

“Will & Power Of Attorney Pie”

Preparation:

1. Mix Preparation & Reflection: Take the time to reflect on your financial aspirations and objectives, contemplating the legacy you wish to leave behind.

2. Stir in Professional Advice: Seek guidance from Renata Cook, the financial planner, whose expertise will ensure that your Will and Power of Attorney are finely crafted to address your unique circumstances.

3. Simmer in Family Communication: Engage in open discussions with loved ones about the significance of these documents, fostering understanding and harmony for the future.

4. Bake for Financial Security: Let the wisdom of proactive planning and the expertise of a financial advisor come together to bake a recipe for enduring financial security.

Serving Suggestion:
Serve with a side of peace of mind and a garnish of fortified financial wellness!

Monday MotivationI can spend hours...days or even weeks sitting with a client going through the numbers...explaining all...
07/04/2025

Monday Motivation

I can spend hours...days or even weeks sitting with a client going through the numbers...explaining all the best ways that I can help them financially...and that’s great...

But, what I really provide is peace of mind. It’s by taking charge of those details that the most important things fall into place.

If you haven’t been planning for the future, when will you be able to relax...take a step back and not work so hard?

I love this quote from Morgan Maxwell. It’s so simple but it speaks to the essence of what I want for my clients.

You can take the power back and be in charge of your finances, your life and most importantly...your peace of mind.

Have a great week!

Renata Cook’s Recipes For Financial Success“The Pension Pot”Are you planning for the future?Have you got a pension in pl...
02/04/2025

Renata Cook’s Recipes For Financial Success

“The Pension Pot”

Are you planning for the future?
Have you got a pension in place?

Too many of us don’t plan ahead.
We don’t want to think about retirement…it seems so far away…

But just imagine knowing you have that security in place.

Think of the peace of mind it gives you.

I love to help my clients build that nest egg for the future.

If you haven’t got a pension in place yet…get in touch.

Monday MotivationI’m sure like many Financial Advisors and Business Owners this has been an incredibly busy time as we a...
31/03/2025

Monday Motivation

I’m sure like many Financial Advisors and Business Owners this has been an incredibly busy time as we approach year-end.

I know it’s been so busy for me and my colleagues. A healthy complaint I know!

As well as meeting those goals and making sure our financial house is in order, it’s also a good time to take stock and see how far we’ve come over the last year. It’s been an amazing period of growth for my business and I’ve loved being able to help so many clients old and new over the last year.

But I think it’s also important to take time when we can to rest...to reset and build up our energy before we get going again. I know that I can be guilty of working until I collapse-which isn’t really the best strategy!

So this Monday...remember that there’s plenty of mountains to climb...but you don’t have to climb them all at once.

Have a great week!

28/03/2025

"Wealth Magnetism"

Podcast Episode 27 with Heather Offord from Clarity Consultants Ltd.

Heather has worked in the Sales, Marketing & Events Industry for 20 years - she started at the bottom working in every department in hospitality in order to understand the mechanics of how business works - allowing her to confidently sell and market them. She has worked across a selection of unique private companies and some of the best large chains in the UK, implementing strategies to ensure growth.

She started Clarity Consultants to support business owners in growing their businesses through the best strategies that work for them. She is a believer that everyone should have access to support, no matter what size they are. Heather is a Member of Court for the University of the Highlands & Islands, and Vice President for Scottish Women in Business. She also co-owns Growth Summit Events Ltd and Local Business Links.https://www.clarityconsultants.ltd

It was great to chat to Heather about her varied career in Sales, Marketing and Events.

Make sure to check out the episode at:-www.wealthmagnetism.co.uk

BWS Women in Finance Awards 2025Delighted to announce that some very kind person has nominated me for Best Female Financ...
27/03/2025

BWS Women in Finance Awards 2025

Delighted to announce that some very kind person has nominated me for Best Female Financial Advisor.

This is so unexpected but I’m totally delighted!
I always try to do my best for my clients and it’s lovely when that work is appreciated.

Whoever nominated me - thank you!

Address

Suite 5, Springfield House, 6 Emerson Road, Bishopbriggs
Glasgow
G641QE

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 2pm

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