Co-operative Wealth

Independent Financial Adviser Local Customer Branch, 112 Park Farm Centre, Allestree, Derby, DE22 2QN
FCA verified
20th August 2018
I can discuss open and honest independent financial advice with the values and principles of a co-operative.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • First time buyers
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Charles Mosley DipFA
Independent Financial Advisor
Where to find us
About us

Co-operative Wealth is a workers co-operative which means it is owned by the workers to create a fair co-operative advice business. We are members of Co-operative UK who are the national trade body for the co-operatives in all sectors.We offer open and honest Independent financial advice and are proud to follow the co-operative values and principles in everything we do.

Our services

We are a co-operative with a wealth of financial advice experience. We have 13 ifa's all have previously worked for The Derbyshire Building Society or The Co-operative Bank. The benefits our clients find is our open and honest approach from the initial phone call to annual reviews. This has enabled us to work very closely with local businesses and their members in the UK. Visit our website for more details on these relationships ( ).
Our team offer advice throughout the country and our first branch is open Monday to Friday 9.30 - 4.30 at Park Farm , Allestree, Derby.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

MORTGAGES
Your home may be repossessed if you do not keep up repayments on your mortgage.
There will be a fee for mortgage advice. The precise amount will depend on your circumstances but we estimate that it will be £299
This is a home reversion plan. To understand the features and risks ask for a personalised illustration
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE
The Financial Conduct Authority does not regulate some forms of Buy to Let or Tax Advice
By submitting this information you have given your agreement to receive verbal contact from us to discuss your mortgage requirements
This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance please visit the website at

INVESTMENTS
The value of investments can fall as well as rise. You may get back less that you invest

Co-Operative Wealth is a trading name of Co-Operative Independent Financial Solutions Limited which is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority

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