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A personalised financial planning service designed to help clients achieve long-term financial goals — from retirement to investment strategies and financial wellbeing.
Investment advice to help build up funds for a rainy day. Whether it be advice on an investment vehicle for an interest-only mortgage, an emergency fund for the unexpected, to save for the kids or just to keep a bit back for ad-hoc luxuries, Coreco Wealth can advise on the most suitable investment vehicles.
Coreco Wealth knowledge of pension planning can help you to make the right choices to ensure that clients can enjoy life in retirement.
Help lift the burden and assist you in tax planning to ensure access to all eligible tax allowances and reliefs. This includes income tax, savings tax and inheritance tax as well as any business taxes that may be required to pay.
Free upfront wealth consultation (FHA) with no obligation to proceed
Dedicated Wealth Advisor
Full financial review to develop personalised financial plan
Online access to most investments
No fee payable until full suite of recommendations has been presented to client
Coreco Wealth is a trading style of Contractor Wealth Management Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Contractor Wealth Management Ltd is registered in England and Wales. Company Number 07773485. Registered Address: 3 Turnberry House, 4400 Parkway, Whiteley, Hampshire, PO15 7FJ. This message and any attachment are confidential and may be privileged or otherwise protected from disclosure. If you have received it in error, please telephone or email the sender and delete this message and any attachment from your system. If you have received it in error, you must not copy this message or attachment or disclose the contents to any other person. Any views or opinions expressed in this email are those of the author only. Email communications are not secure. For this reason, Contractor Wealth Management Ltd cannot guarantee the security of the email or its contents or that it will remain virus free once sent.
5.0
1318 reviews
Excellent
Rorie
"Efficient and professional Sam Warren has been incredibly efficient and professional as we have renewed our..."
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Sam Warren has been incredibly efficient and professional as we have renewed our mortgage. This is the third time we have remortgaged with Coreco and we will definitely use them again in the future. Despite a tricky set of circumstances and our endless questions, we have ended up with a pleasing result.
Nischal
"Great experience for the third time This is the third time I’ve used Coreco for my..."
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This is the third time I’ve used Coreco for my mortgage. I have mostly dealt with Sarah Aitken - she and her team have always been fantastic - efficient, straight forward, professional and responsive to deal with. They always answer any questions I have very clearly and promptly and have never been pushy or salesy or given bad advice. I would highly recommend using them.
Michele K
"Excellent professional mortgage broker Excellent professional, clear sighted advice and support throughout the mortgage process from..."
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Excellent professional, clear sighted advice and support throughout the mortgage process from Jennifer Nursiah together with Colette Thorn. Would highly recommend her as this is the third time our family has worked with her and Coreco.
