--- title: About --- [Skip to content](https://www.octofp-cc.com/about#main-content) [![Octo FP IFA](https://www.octofp-cc.com/hs-fs/hubfs/Octo%20FP%20IFA.png?width=250&height=250&name=Octo%20FP%20IFA.png)](https://www.octofp-cc.com?hsLang=en) - [Home](https://www.octofp-cc.com/) - [About](https://www.octofp-cc.com/about) - [Contact](https://www.octofp-cc.com/contact) - [Client Portal](https://auth.2plan.com/Account/Login?ReturnUrl=%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dclientportal%26redirect_uri%3Dhttps%253A%252F%252Faccess.2plan.com%252Fsignin-oidc%26response_type%3Dcode%2520id_token%26scope%3Dopenid%2520profile%2520offline_access%2520clientportal_api%2520files_api%2520client%2520twofactor%2520factfind_api%2520valuations_api%26response_mode%3Dform_post%26nonce%3D638274443552204433.MzJhNzY2NjctYmRlMC00NWNjLWJiNzAtZTAxNzQ2MWViMTU4ZDU4NTNlYmMtMTRjOC00M2Y5LWE0ZDktM2ZhZTRhY2RkOGVh%26adviser%3D40592%26state%3DCfDJ8Lci57dWsvZPtVqFVRrAfb2-VVz_zQw_hpGTd8TCutirspHgO1_3jlb7yvNuBVULtM3h_40OkQJESKyuTFyF9q5ObIsdrvZ2L2k_Bc6t7j_cmriROMGmMa_sCb6S4MQ11vCSsWeHDXjqewK543vLQoWfH7r52KkiYg50-XPbOS6NeEZAvbPHpYwsLx6KK7io6ChJDaoa38g56EriAxTCWUGGyrV-XRC2HK4p3HJgar7Vp_NuxW05ucH3B0QJDqaC_dUBsGrNZwyqZogYDVP5jb2HLKo2N-W_eIWKrUuPmgAK9XvoaW2k1pbgbHISKmuIyg%26x-client-SKU%3DID_NET6_0%26x-client-ver%3D6.15.1.0%26acr_values%3Dlogin) - [Thoughts](https://www.octofp-cc.com/info) - [Subscribe](https://www.octofp-cc.com/newsletter-sub) Open main navigation Close main navigation - [Home](https://www.octofp-cc.com/) - [About](https://www.octofp-cc.com/about) - [Contact](https://www.octofp-cc.com/contact) - [Client Portal](https://auth.2plan.com/Account/Login?ReturnUrl=%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dclientportal%26redirect_uri%3Dhttps%253A%252F%252Faccess.2plan.com%252Fsignin-oidc%26response_type%3Dcode%2520id_token%26scope%3Dopenid%2520profile%2520offline_access%2520clientportal_api%2520files_api%2520client%2520twofactor%2520factfind_api%2520valuations_api%26response_mode%3Dform_post%26nonce%3D638274443552204433.MzJhNzY2NjctYmRlMC00NWNjLWJiNzAtZTAxNzQ2MWViMTU4ZDU4NTNlYmMtMTRjOC00M2Y5LWE0ZDktM2ZhZTRhY2RkOGVh%26adviser%3D40592%26state%3DCfDJ8Lci57dWsvZPtVqFVRrAfb2-VVz_zQw_hpGTd8TCutirspHgO1_3jlb7yvNuBVULtM3h_40OkQJESKyuTFyF9q5ObIsdrvZ2L2k_Bc6t7j_cmriROMGmMa_sCb6S4MQ11vCSsWeHDXjqewK543vLQoWfH7r52KkiYg50-XPbOS6NeEZAvbPHpYwsLx6KK7io6ChJDaoa38g56EriAxTCWUGGyrV-XRC2HK4p3HJgar7Vp_NuxW05ucH3B0QJDqaC_dUBsGrNZwyqZogYDVP5jb2HLKo2N-W_eIWKrUuPmgAK9XvoaW2k1pbgbHISKmuIyg%26x-client-SKU%3DID_NET6_0%26x-client-ver%3D6.15.1.0%26acr_values%3Dlogin) - [Thoughts](https://www.octofp-cc.com/info) - [Subscribe](https://www.octofp-cc.com/newsletter-sub) Corey Cook, CFa, Chartered FELLOW cISI  ### About Corey has over two decades of financial services experience in asset management and capital markets working for large financial institutions in Europe, North America, and Australia.  Previously he was the European Chief Administrative Officer at RBC Global Asset Management where he was responsible for operations and risk.  He has also held senior client relationship roles managing a portfolio of European central banks, commercial banks, and investment firms.  Having managed his financial affairs and assisting many others, Corey believes that effective financial planning can only succeed after understanding the client's aspirations and concerns. To understand client motivations first and foremost, a relationship needs to be established that is built on trust, and tailoring advice that focuses on the person rather than the product. As an industry, Corey feels that financial services have not met the high expectations that the public expects, given the role it plays in society. In an aim to improve facets of the sector, Corey has been a long-serving volunteer industry leader promoting ethical conduct. He has been a volunteer advisor with the UK Pensions Ombudsman where he helped the public resolve pension disputes. Corey was the Co-Chair of the CFA Standards of Practice Council which establishes professional conduct standards for the 190,000 CFA Charterholders and members globally. Outside of financial services, he has been a Trustee for Goodenough College, The McGill University UK Trust and is a Director of his wife’s [kitchen design and supply business](https://www.eckd.co.uk) in North London.  Corey has a BA (Economics) from McGill University in Canada, an MSc. (Management) from The London School of Economics, and has been a CFA Charterholder since 2001. He lives in Barnet, North London with his wife and two children. In his spare time, Corey enjoys long-distance motorcycle travel, gardening, golf, and clay-target shooting.  He was appointed a Freeman of the City of London in 2019 and was admitted to the Worshipful Company of Gunmakers in 2024.  ### Professional Qualifications & Memberships Chartered Financial Analyst (CFA), CFA Institute Chartered Fellow, Chartered Institute of Securities and Investment Diploma in Investment Compliance, Chartered Institute of Securities and Investment Long-Term Care Insurance, Chartered Insurance Institute Certificate in Mortgage Advice and Equity Release, Chartered Insurance Institute Certificate in Pension Trusteeship, Pensions Management Institute Member (Aff.SWW), The Society of Will Writers and Estate Planning Practioners **Always check the firm or person you’re dealing with is listed on the FCA Financial Services Register. The Register lists all the firms and individuals that are involved with regulated activities. Corey’s regulated permissions can be found** [**here**](https://register.fca.org.uk/s/search?q=corey%20cook&type=Individuals)**.**   ![Corey mountain](https://www.octofp-cc.com/hubfs/Corey%20mountain.jpg) ![ch-fellow-26_web](https://www.octofp-cc.com/hs-fs/hubfs/ch-fellow-26_web.jpg?width=500&height=143&name=ch-fellow-26_web.jpg) ![cfalogo_registered_digital_format](https://www.octofp-cc.com/hs-fs/hubfs/cfalogo_registered_digital_format.png?width=216&height=234&name=cfalogo_registered_digital_format.png) ![Screenshot 2026-06-18 103300](https://www.octofp-cc.com/hs-fs/hubfs/Screenshot%202026-06-18%20103300.png?width=352&height=62&name=Screenshot%202026-06-18%20103300.png) **Links** [Home](https://www.octofp-cc.com?hsLang=en) [About](https://octofp-139821909.hubspotpagebuilder.eu/about?hsLang=en) [Contact](https://octofp-139821909.hubspotpagebuilder.eu/contact?hsLang=en) [Client Portal](https://auth.2plan.com/Account/Login?ReturnUrl=%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dclientportal%26redirect_uri%3Dhttps%253A%252F%252Faccess.2plan.com%252Fsignin-oidc%26response_type%3Dcode%2520id_token%26scope%3Dopenid%2520profile%2520offline_access%2520clientportal_api%2520files_api%2520client%2520twofactor%2520factfind_api%2520valuations_api%26response_mode%3Dform_post%26nonce%3D638274443552204433.MzJhNzY2NjctYmRlMC00NWNjLWJiNzAtZTAxNzQ2MWViMTU4ZDU4NTNlYmMtMTRjOC00M2Y5LWE0ZDktM2ZhZTRhY2RkOGVh%26adviser%3D40592%26state%3DCfDJ8Lci57dWsvZPtVqFVRrAfb2-VVz_zQw_hpGTd8TCutirspHgO1_3jlb7yvNuBVULtM3h_40OkQJESKyuTFyF9q5ObIsdrvZ2L2k_Bc6t7j_cmriROMGmMa_sCb6S4MQ11vCSsWeHDXjqewK543vLQoWfH7r52KkiYg50-XPbOS6NeEZAvbPHpYwsLx6KK7io6ChJDaoa38g56EriAxTCWUGGyrV-XRC2HK4p3HJgar7Vp_NuxW05ucH3B0QJDqaC_dUBsGrNZwyqZogYDVP5jb2HLKo2N-W_eIWKrUuPmgAK9XvoaW2k1pbgbHISKmuIyg%26x-client-SKU%3DID_NET6_0%26x-client-ver%3D6.15.1.0%26acr_values%3Dlogin) [Info](https://www.octofp-cc.com/info?hsLang=en) [Subscribe](https://www.octofp-cc.com/newsletter-sub?hsLang=en) [Octofp.com](https://www.octofp.com) [Follow me on Facebook](https://www.facebook.com/octowmcc/) [Follow me on Instagram](https://www.instagram.com/coreycookifa/) [Follow me on LinkedIn](http://www.linkedin.com/in/coreycook) **Legal Documents** [Privacy Policy](https://microsites.2plan.com/PrivacyPolicy/?dm_i=7IAA,9BN1,22M3NE,16HH7,1) [Best Execution Policy](https://www.octofp-cc.com/hubfs/Best%20Execution%20Policy%20Nov%202023-1.docx?hsLang=en) [Client Classification](https://www.octofp-cc.com/hubfs/Client%20Classification%20Nov%202023.docx?hsLang=en) [Conflicts of Interest Policy](https://www.octofp-cc.com/hubfs/Conflicts%20Of%20Interest%20Policy%20Nov%202023.docx?hsLang=en) [Personal Client Agreement](https://www.octofp-cc.com/hubfs/Octofp%20IFA%202025.pdf?hsLang=en) [Mortgage and Protection Client Agreement](https://www.octofp-cc.com/hubfs/OCTFO%20MPA%20approved.pdf?hsLang=en) [Making a Complaint](https://www.octofp-cc.com/hubfs/Your%20Guide%20To%20Making%20A%20Complaint%20Nov%202023.docx?hsLang=en)   Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Limited is entered on the FCA register (www.FCA.org.uk) under no. 972331. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number under company number 13922409. FCA register address: Patches, Gorsewood Road, Hartley, Longfield, Kent, DA3 7DE. The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please click [here](http://www.financial-ombudsman.org.uk/contact/index.html). Will writing and Lasting Powers of Attorney are not part of the 2plan Wealth Management Ltd offering and is offered through the Secure Will Company. 2plan Wealth Management Ltd accept no responsibility for this aspect of our business. Will writing, Lasting Powers of Attorney are not regulated by the FCA. Corey Cook is a member of the Society of Will Writers which can be verified [here.](https://www.willwriters.com/listing/corey-cook-octo-financial-planning-secure-will-company/)