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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
Kirsty G
"David - Coreco Incredible I very rarely leave reviews, but after working with Coreco for a..."
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I very rarely leave reviews, but after working with Coreco for a number of years, I felt that credit really was due.David WS first helped me as a first-time buyer and has now supported me through the purchase of my second property. Throughout that time, he has been consistently exceptional. He is incredibly responsive, thorough and informative, and has a brilliant ability to explain what can sometimes feel like a complicated process in a really simple, reassuring and non-condescending way.What I particularly appreciate is that David doesn’t just tell you what your options are, he takes the time to make sure you genuinely understand them. His knowledge is extensive, but he communicates it in such an approachable and educational way that you always feel comfortable asking questions.His work ethic is incredible and he continually goes above and beyond. I have always felt completely confident that everything is being handled properly and that I’m in very capable hands, which is invaluable when making such a significant financial decision.Having now worked with David through two property purchases, I trust him completely and genuinely wouldn’t want to use anyone else. I couldn’t recommend him highly enough.
Will
"Professional and effective Scott, Stacey and the rest of the team advised on and secured my..."
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Scott, Stacey and the rest of the team advised on and secured my mortgage with seamlessness, professionalism and the kind of timeliness that is rare to come by while one is purchasing a property. I would wholeheartedly recommend them.
Jacob T
"**Excellent support throughout a very difficult mortgage process** I would like to thank Louise and the..."
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