Private Clients

At Collaborative 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.

Collaborative 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.

Collaborative 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.