At Co-operative Wealth, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds.
Co-operative Wealth is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.
Co-operative Wealth offers advice to private clients on a whole range of financial services including the following:
- Saving and investment strategies
- Pension planning
- Tax planning strategies
- Life and health insurance
- School fees planning
- Estate planning
The Financial Conduct Authority does not regulate Tax and Estate Planning.