0333 444 0089

heretohelp@wealth.coop

Our Approach

At Collaborative Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Our Approach

At Collaborative Wealth, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

We often meet clients at their place of work or their homes to deliver a seamless service to you. This is the six-step process we follow:

  • Initial meeting and review – identifying your needs and objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation
  • Recommendation – developing a strategic plan
  • Implementation – reaching an agreement on how and when the plan will be implemented
  • Ongoing service and relationship – regularly monitoring your progress

Why use Collaborative Wealth?

Best advice

Best advice

Being Independent means there are no favourites, just the right solution from the right provider to help you achieve your aspirations.

Simplifying the process

Simplifying the process

We work with you at a time and pace that suits you and your already hectic lifestyle, ensuring you have a complete record of the work we undertake.

Easy to understand

Easy to understand

Our role is to find the best solutions that meet your personal needs, remove the jargon and ensure these are relayed to you in easy to understand terms.

Relationships

Relationships

People are key, which is why we emphasise that this is a journey, where our aim is for this to become the start of a long and mutually beneficial relationship. With a wealth of experience and expertise, we will draw on all advisers’ knowledge to ensure you have access to the appropriate specialist for the areas of advice you need.

Privacy Notice   |   Terms & Conditions   |   Cookie Policy

Registered Office: 11 Mallard Way, Pride Park, Derby DE24 8GX. Telephone: 0333 444 0089
Registered in England & Wales. Registration Number 12361941. 
Collaborative Wealth Limited is authorised and regulated by The Financial Conduct Authority.  Reference No: 921581

The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

© 2021. Collaborative Wealth. All rights reserved.

Website Design by Goldmine Media.

Top