Collaborative Wealth.

Independent Financial Adviser  Mapperley, Nottingham, NG3 6EX
First meeting at adviser's own cost
16 years of experience enable me to offer open and honest independent financial advice with the customer at the heart of everything that I do.
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 & divorce
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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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.3/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Chris Bates

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

Collaborative Wealth is a firm of Independent Financial Advisers offering advice tailored to each unique and individual client. Understanding that no two clients are the same enables us to provide a service that is designed to provide the most suitable advice for each individual.

Our services

We have 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 our branch is open Monday to Friday 9.30 - 4.30 on The Strand in Derby.

Where to find us
Head office address: Mapperley, Nottingham, NG3 6EX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 22nd February 2021

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