Willis Cooper Financial Services Ltd

Independent Financial Adviser  Unit 6, Heritage Business Centre, Belper, Derbyshire, DE56 1SW
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FCA authorised
Last authorised 7th June 2021
Free no obligation meeting for independent unbiaseed advice
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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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
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Commercial mortgages
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Corporate pension
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Employee benefits
Meet our advisers
MR David Atack
Head Of Financial Services
About us

As part of an accountancy group we are able to offer taxation advice alongside tradional financial advice.

Our services

Willis Cooper FS provides independant financial advice to individuals and businessesthrought Derbyshire and the UK. We manage investment portfolios and pensions by providing bespoke portfolios to each client's needs. We are also recognised pension transfer specialists by the FSA.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 6, Heritage Business Centre, Derby Road, Belper, Derbyshire, DE56 1SW

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