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Financial Advice


Expert Financial Advice can help you make the most from your money - whether you have savings, investments or pensions.


Are you looking for trusted financial advice? Co-operative Wealth can help with solutions for all, regardless of age, lifestyle or financial situation.
  • Initial consultation free of charge to help you to understand your current financial position. 

  • Explore opportunities to meet your financial and lifestyle goals.

  • Take control of your financial future.

  • Support your chosen charity with a donation from Co-operative Wealth.

For more information or to arrange a free no obligation appointment please either call Co-operative Wealth on 01332 902 964 or 




SERVICES AVAILABLE FROM CO-OPERATIVE WEALTH

Pensions—Planning for retirement with new/existing funds and options when approaching retirement.

 Protection—Protecting for family against financial hardship.

Mortgages*—New/existing.

Auto enrolment—We can help you plan and organise the steps required to set up your workplace pension.

Long term care—Options for paying for long term care.

Investments—For all your savings & investments needs.

At Co-operative Wealth we know how important it is for you to be able to speak to an advisor you can trust and who understands your circumstances to give advice that is right for you both short and longer term.

We will give you the opportunity to review your financial affairs regularly with face to face personal advice. We will make sure your investments are managed effectively and our correspondence and service is clear and easy to understand. We will listen to you and make sure everything we offer you clearly matches your needs. 




*Your Home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for the mortgage advice. The precise amount will depend upon your circumstances but we estimate this to be £399.

WHO ARE CO-OPERATIVE WEALTH?

Co-operative Wealth are a workers co-operative which means we are owned by the workers to create a fair co-operative advice business. We are members of co-operative UK who are the national trade body for the co-operatives in all sectors.

REVIEW SERVICE

The Review Service is designed with the simple objective of giving you full understanding and control over your finances.

The process will guide you through the following - 

1. We will talk through your individual circumstances and look at your future goals.

2. Review your financial situation including pensions, investments and savings.

3. Identify any areas of concern and identify how to deal with them.

4. Review current performance of your financial portfolio.

5. Look at the whole of the market for a complete market comparison.

6. Present our findings and agree our on-going service to you.

We will work with you and other trusted professionals to create a robust review proposition to make sure your financial situation works for you, and help you to get the return you want from your finances.


For more information or to arrange a free no obligation appointment please either call Co-operative Wealth on 01332 902 964 or



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