0333 444 0089

heretohelp@wealth.coop

Private Clients

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.

Private Clients

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
  • Mortgages
  • Estate planning

The Financial Conduct Authority does not regulate Tax and Estate Planning.

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