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
- Inheritance Tax Planning
- 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.