0333 444 0089

heretohelp@wealth.coop

About Co-operative Wealth

We formed our business in 2012 as many banks and building societies chose to withdraw from offering personal financial advice to their long-standing customers.

About Co-operative Wealth

We formed our business in 2012 as many banks and building societies chose to withdraw from offering personal financial advice to their long-standing customers.

As a group of like-minded individuals, not wanting to desert the clients we had for so long supported, we opted to find a solution. As such, we developed our proposition with these clients in mind, as well as others who were/are struggling to find trusted advice.

Looking to help guide and support new and existing clients navigate the complex financial markets and ensure their plans remain on track. We are holistic in our approach and offer advice across all areas of financial planning:

  • Retirement Planning
  • Defined Benefit Transfers
  • Investments
  • Inheritance Tax Planning
  • Mortgages
  • Personal Protection
  • Business Planning Protection

We’ve been helping clients simplify their journey through complex financial decisions since 2012, and from those early days our business has evolved to where it is now – primarily through client recommendations!

The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Why choose Co-operative Wealth?

Finances may appear complex, but people and their goals often are, so at Co-operative Wealth, our approach is a simple one. We listen to what’s important to you and what you’re trying to achieve. We search for clarity in your thinking and offer our knowledge and guidance on the financial decisions you should or should not make. Our tagline is ‘Open & Honest Independent Advice’, and as such we are not afraid to speak our mind... and sometimes say ‘no’. The focus is on you, the client, helping you make the right choices and decisions to achieve the lifestyle you are looking for within your means.

We firmly believe that financial planning shouldn’t be a daunting experience. We are on hand whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they appear too complex, but at Co-operative Wealth our clients appreciate our ability to make the financial advice process simple, transparent and enjoyable.

We appreciate that time is valuable and is often a reason people delay making lifestyle choices or taking advice, so let’s work at a time and pace that suits you.

Contact us today to begin your journey – let us hep you arrive safely at your destination by:

  • Identifying your short, medium and long-term financial planning goals
  • Clarifying precisely what you want from life
  • Mapping out a route to get you there
  • Making easy-to-understand product and investment recommendations
  • Adjusting your plan during significant life changes and at regular reviews

Meet The Team

Stuart Mann

Stuart Mann

Email: stuart.mann@wealth.coop
Mobile: 07977 233450

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Mark Gill

Mark Gill

Email: mark.gill@wealth.coop
Mobile: 07966 001403

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Chris Bates

Chris Bates

Email: chris.bates@wealth.coop
Mobile: 07808 230402

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Rachel Foster

Rachel Foster

Email: rachel.foster@wealth.coop
Mobile: 07968 034947

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Andrew Mayne

Andrew Mayne

Email: andrew.mayne@wealth.coop
Mobile: 07875 408050

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Salah Ahmed

Salah Ahmed

Email: salah.ahmed@wealth.coop
Mobile: 07841 414351

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