Collaborative Wealth

Independent Financial Adviser  Green Banks, Stanton-byDale, Derbyshire, DE7 4QN
First meeting at adviser's own cost
I can offer you knowledge and experience in all areas of financial planning to provide quality bespoke advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Wealth management
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
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.

Where to find us
Head office address: Green Banks, Park Close, Stanton-By-Dale, Stanton-byDale, Derbyshire, DE7 4QN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021

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