Financial advice

Make an appointment with a financial adviser

After working hard for your money, you want to make sure your money is working hard for you. That's where we can come in; Co-operative Financial Advisers are qualified professionals. They’ll help you decide which product or policy is best for you and they’ll endeavour to save you money wherever they can.

We feel that a face-to-face conversation helps you to relax, and us to be more helpful, so if you require financial advice, arrange a call back to book your appointment with the form below.

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.

Questions marked * are mandatory fields, and must be completed.

How to apply

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

Please tick this box if you do not want to receive information about financial products from the Co-operative Insurance Society and its subsiduaries or other products and services from the Co-operative Family of businesses. By providing the information on this form you are consenting that we can use your information in this way.

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