Financial advice
For expert financial advice, book your free financial review today
Perhaps you don't think you need a financial review and you're happy with your investment and protection plans - fair enough. But can you be sure that your hard-earned money is working as hard as it can to meet your future financial needs?
The Co-operative Bank Financial Planning Service
We've joined forces with AXA Wealth Services Limited to offer you a financial advice service through which you can access an even more comprehensive range of products and services, which can be tailored to meet your specific needs.
A financial review could help you make the most of your money. This expert review service is available with the AXA Financial Planning Manager at your local branch. Financial Planning Managers are employed by and only represent AXA Wealth Services Limited, and operate under the name of The Co-operative Bank Financial Planning Service.
The Financial Planning Manager will talk to you to understand your personal circumstances, financial needs and aspirations and make suitable recommendations for you to help you meet your financial goals. They will give you full details of any products they recommend to you, including the potential benefits as well as the possible risks to your money.
The review is free and there's no obligation to take out any product afterwards. You may walk away with a better knowledge of how you could make your money work harder.
Talk to our branch staff about arranging your financial review. You've nothing to lose but you could gain a valuable new insight into how to make the most of your savings, investments and protection options, both now and in the future.
Your Financial Planning Manager from The Co-operative Bank Financial Planning Service is employed by AXA Wealth Services Limited and can offer only a range of products and services available through AXA Wealth Services Limited. Your Financial Planning Manager will give you details of the provider of any product that is recommended to you. The Co-operative Bank plc introduces to AXA Wealth Services Limited and both are authorised and regulated by the Financial Services Authority.
