Co-operative Wealth

Independent Financial Adviser Mapperley, Nottingham, NG3 6EX
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
I can discuss open and honest independent financial advice with the values and principles of a co-operative.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Chris Bates
Where to find us

Mapperley, Nottingham, NG3 6EX

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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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