Financial planning

The Co-operative Bank Financial Planning Service

Changes to the Co-operative Bank Financial Planning Service

We regret to inform customers that the Financial Planning Service provided by AXA Wealth Elevate and AXA Wealth is no longer available in our Co-operative Bank and Britannia branches.

AXA Wealth Elevate and AXA Wealth has recently undertaken a review of its financial planning business and due to an increasingly challenging market has decided to withdraw from providing a Financial Planning advice service in branches.

However, if you require life cover with your mortgage, then our Mortgage Advisers will still be able to provide you with advice and a suitable policy to meet your needs.

We know this news will be disappointing, but would like to reassure you that this decision does not in any way affect the administration of any investment or protection products you hold, as they will continue to be serviced, as they are now, by both AXA Wealth Elevate, AXA Wealth and Friends Life.

If you have any questions regarding your policy or on-going servicing, AXA Wealth Elevate and AXA Wealth will be pleased to deal with them via their dedicated helpline 0345 300 4177 which is available Monday to Friday 8am to 6pm.

Where to obtain Financial Advice in the Future.

Anyone requiring financial planning advice should contact either of the services listed below for independent help and advice:

  • Money Advice Service

    Independent service, set up by the government to help people make the most of their money, providing, free, unbiased money advice to everyone in the UK.

    Tel: 0300 500 5000


    Unbiased is a comprehensive professional adviser search website which aims to help consumers find the best adviser for their needs from over 20,000 IFAs, solicitors and accountants listed.

    Tel: 0330 1000 755

We apologise for any inconvenience the withdrawal of this service may cause you.