Collaborative Wealth

Independent Financial Adviser Mapperley, Nottingham, NG3 6EX

First meeting at adviser's own cost

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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Pensions & retirement

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Annuity purchase

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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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Financial planning

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Wealth management

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Investments

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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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Unit trusts

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Savings

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Lump sum

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National savings

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Regular savings

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Savings for children

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School fees planning

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Insurance & protection

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Accident & sickness

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Buildings and contents

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Critical illness

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Healthcare

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Income protection insurance

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Life insurance

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Tax & trust planning

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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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Business

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Group Pension/Stakeholder

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Group Protection/Life Insurance

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Group critical illness

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Group income protection

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Group life insurance

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Group private medical insurance

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Response rating

9.0/10

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FCA authorised

Last authorised 3rd May 2021

Meet our advisers

MR Chris Bates

Qualifications & Accreditations chevron_up

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (LIBF)

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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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 6 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. Putting our customers first is the key. Our team offer advice throughout the country and ourbranch is open Monday to Friday 9.30 - 4.30 on The Strand in Derby.

Where to find us

Head office address: Mapperley, Nottingham, NG3 6EX

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

9.0/10

phone Show number

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FCA authorised

Last authorised 3rd May 2021

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