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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.
4.9
503 reviews
Excellent
Clare B
"Louise Stevens was exceptional Louise Stevens was exceptional. We’d decided to switch to a “lifetime mortgage”..."
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Louise Stevens was exceptional. We’d decided to switch to a “lifetime mortgage” to be able to afford to retire. Louise sourced the best mortgage product for us - Equity Release - saving us £1400 per month. She supported us throughout the remortgage process with professionalism and limitless patience. I would definitely recommend Coreco particularly Louise.
J T
"My wife and I cannot thank Louise and the team enough for their outstanding support in..."
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V Thorpe
"Would genuinely highly recommend the firm Coreco. Coreco have Exceptional Staff and are an efficient Firm...."
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