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