Co-operative Wealth

Independent Financial Adviser  Local Customer Branch, Allestree, Derby, DE22 2QN
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FCA authorised
Last authorised 1st March 2021
I can discuss open and honest independent financial advice with the values and principles of a co-operative.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
Meet our advisers
MR Charles Mosley DipFA
Independent Financial Advisor
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 (<url hidden>).
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
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Local Customer Branch, 112 Park Farm Centre, Allestree, Derby, DE22 2QN

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