Collaborative Wealth

Independent Financial Adviser  Woodland View, Stanton-by-Dale, Derbyshire, DE7 4QN
First meeting at adviser's own cost
I have been advising since 1999 and I can offer you knowledge and experience in all areas of financial planning to provide quality bespoke advice.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
Mrs Rachel Foster DipFA, CeMap Aff AWW
Senior Financial Consultant

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

About us

I work within Collaborative Wealth with honesty and open-ness at the heart of our business. We have 6 advisers with over 150 years experience.

Our services

We offer Independent Financial Advice that is tailored to an individuals needs. The service is bespoke and every client is treated as an individual. I believe that quality advice and great service is key to the quality of relationships we have built over many years.

Where to find us
Head office address: Woodland View, Park Close, Stanton-By-Dale, Stanton-by-Dale, DE7 4QN
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Independent Financial Adviser 2.39 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.44 mi
We're experts, we care, we're here so you can protect the life you love.
 
Independent Financial Adviser 2.67 mi
"Live for today, Invest for tomorrow"
 
Independent Financial Adviser 2.92 mi
Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.