Corporate Solutions

Business growth is not just about increasing business activity and making greater profits. It's also about maximising the investments you make with those profits and securing the successful continuity of the business.

Please see below the 4 main business areas we can offer independent financial advice.

Employee Benefits

-Health Care

-Life Assurance

-Auto Enrolement

-Pension Reform in 2012

Directors Pay & Pension

-Self Invested Personal Plans (SIPPS)

-Other pension Options

Protecting Profits

-Limited Company

-Sole Trader


-Share Holder

Managing Change

-Succession Planning

-Exit Stratery

We make it our business to understand your business - and we appreciate that no two organisations are the same, even though they may operate in the same environment.

We aim to build strong relationships that are supported by a service-driven culture and strengthened by advice tailored to individual circumstances and aspirations. One of our unique strengths are that we also understand how a co-operative business works.

If you are an employer, you may have an obligation to provide pension arrangements for your employees. This gives you an opportunity to offer a valuable benefit to your staff, but has benefits for you too. Offering a range of staff benefits will improve your chances of recruiting and retaining high quality staff, and there are a number of schemes available for you to consider. As truly independent financial advisers, we will ensure that you are aware of all the opportunities available to your business. Talk to us about how we can assist you. 'Our mission is to work in partnership with our customers, providing the most appropriate solutions for their individual needs with the highest level of service'.

At Co-operative Wealth we believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service.

Contact us if you would like more information on what you have read or you wish to arrange a face to face appointment, we are here to help.