Co-operative Wealth
25th March 2019
My reputation is based on sound financial advice and meeting client needs. I am totally independent and ready to help
We can advise you on
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- 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
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
Meet our advisers
Mark Gill
IFA
Qualifications & Accreditations
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
DipFA - Diploma for Financial Advisers (LIBF)
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
CF6 - Certificate in Mortgage Advice (CII)
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.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
What our clients say
Absolutely fantastic service from Mark. Any and every question we had was answered to the highest standard and marks knowledge of his profession is extremely clear and to a very high standard. He kept us informed every step of the way even call out to see us when it was convenient for us which included some late evenings and a Sunday!
Mark was very knowledgeable, straight forward and tailored his service to my needs not his needs. He talked a lot of sense and gave a lot of broad assistance to positioning my plans. I look forward to working with him again, and would recommend him to anyone who wants to discuss financial planning.
Mark has been our financial adviser for several years and we are very happy with the service he has provided. We have no hesitation in recommending his services.
Mark Gill was very professional. He undertook a full risk assessment of our retirement needs. He never tried to persuade us to increase our risk beyond what we had previously agreed. We have already recommended him to one of our friends
Mark was very helpful at every turn and got us the best possible deal. The biggest thing, for me, was that Mark was always accessible and always kept us updated. Great service and a really nice guy.
Where to find us
65B Station Road, Royston, South Yorkshire, Barnsley, S71 4HZ
Contact usAbout 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
Our focus is to build lasting relationships with clients to provide long term solutions to your financial planning needs
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