Financial advice

Arrange a free, no-obligation review of your finances with a Co-operative Financial Adviser

Working with a professionally trained and qualified adviser can help you to protect your standard of living and achieve your goals for the future.

You can be assured that our Co-operative values – fairness, value and social responsibility – are as much a part of the way we approach giving financial advice to our customers as in everything else we do.

Find out more about our financial advice service by downloading our brochure 'Advice that's good for your money' (PDF 4.7MB).

Peace of mind is only a click away.

Our Advisers can visit you during the day or in the evening in your home or other location to suit you. Simply complete the form below and we will call you back to arrange a visit that is convenient for you.

Any advice from Co-operative Financial Advisers will relate only to a range of the products and services available from members of the CFS Marketing Group, and a limited number of other companies.

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The information you give us in this form will be treated confidentially. Find out more about our Privacy Policy.

If you would like to speak to us about any other matter, please ring our call centre on 08457 46 46 46 (call charges apply).