Collaborative Wealth Limited

Independent Financial Adviser  24-26 The Strand, Derby, Derbyshire, DE1 1BE
First meeting at adviser's own cost
We value the trust and loyalty our clients have always shown us.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Salah Ahmed BA (Hons) DipFA CeMAP
Co-operative Independent Financial Adviser

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

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

We offer Open and Honest Independent Financial Advice to help you achieve your financial goals in a simple, transparent and enjoying way. Looking to help guide and support new and existing clients navigate the complex financial markets and ensure their plans remain on track. We are holistic in our approach and offer advice across all areas of financial planning:

Retirement Planning
Defined Benefit Transfers
Investments
Inheritance Tax Planning
Mortgages
Personal Protection
Business Planning Protection

Our services

Our clients have always preferred their money to be invested ethically so we take great pride in delivering what 's important to them and their families.

Where to find us
Head office address: 24-26 The Strand, Derby, Derbyshire, DE1 1BE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Independent Financial Adviser 0.53 mi
We help our clients to live the life the want without ever having to worry about running out of money.
 
Independent Financial Adviser 0.69 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in York, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
Independent Financial Adviser 0.69 mi
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
 
Independent Financial Adviser 1.08 mi
YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.