Financial advice
The Co-operative Bank Financial Planning Service
It goes without saying that not everyone's finances are in the same shape. But whatever your circumstances, we're pretty sure you want to make the most of your money; that's why we recommend financial planning. After all, having a plan in place is much more likely to help you get what you want from life, rather than leaving it to chance.
The Co-operative Bank Financial Planning Service is provided by AXA Financial Planning Managers and is available to all our customers.
Could you benefit from an appointment?
An AXA Financial Planning meeting could be especially useful if:
- Your circumstances have just changed – for example, you’re starting a family or getting ready to retire
- You want to make sure your current plans are on the right track
- You want the potential to get the very best from your future finances.
Once you've made an appointment
Find out what you can expect from your AXA Financial Planning Manager and what you'll need to bring with you.
Your AXA 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 AXA Financial Planning Manager will give you details of the provider of any product that is recommended to you. The Co-operative Bank p.l.c. introduces you to AXA Wealth Services Limited and both are authorised and regulated by the Financial Services Authority. The Co-operative Bank p.l.c., P.O. Box 101, 1 Balloon Street, Manchester M60 4EP. Registered in England and Wales No. 990937.
