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Our Services

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Since the very beginning, Collaborative Wealth has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make. We provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By talking and engaging with us, you can be sure that your collective financial needs can be regularly reviewed and discussed, in an ever-changing financial climate.


With the introduction of the workplace pensions and the Pensions Freedom legislation in the last few years, it can be difficult to keep track of what options are available with regards to your retirement planning.

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Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

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Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

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Nobody wants one, but so many of us need a mortgage, and they are possibly the largest most daunting single transaction in most people’s lives.

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Estate planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

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