0333 444 0089


Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success. Having goals gives focus and direction. That’s where Collaborative Wealth can help.

We are independent financial advisers, which means our duty is solely to you – our client.

Collaborative Wealth is based across the East Midlands and Yorkshire, with the aim of providing completely impartial financial advice to both our new and existing clients. Our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Welcome to our website. We would love it if you took the time to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For information, please contact us for a non-obligatory first meeting.

Treating Customers Fairly

Collaborative Wealth is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Collaborative Wealth have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with an adviser offering ‘Open & Honest Independent Advice’ and is wholly committed to providing you with the best possible service and support.