Our independent financial advisers have been providing financial planning support for decades, building strong relationships to deliver our main aim; client satisfaction. Our client’s best interests are at the heart of everything we do, and we stay focussed on this whilst helping you plan, protect and manage your wealth.
What we do:
EIS and VCT investments are useful tax-efficient investments and may be suitable for clients with significant income or capital gains tax liabilities. Both offer 30% income tax relief which may be offset against income tax liabilities arising from salary, dividends or rental income.Read moreless
Whether you are planning for the future, looking to retire imminently or are already retired, there are a number of options available to you. Our pension planning specialists will identify your objectives, review any existing arrangements and then help you obtain the best solution for your individual circumstances and needs.Read moreless
Co-op has a long-standing tradition of supporting bereaved families for over 100 years. Building on their heritage, their Bereavement Notification Service helps bereaved families by providing practical support and advice when dealing with the affairs of the deceased loved one.Read moreless