A personalised financial planning service designed to help clients achieve long-term financial goals — from retirement to investment strategies and financial wellbeing.
What is Coreco Wealth?
Savings and Investment Planning
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.
Pension Planning
Coreco Wealth knowledge of pension planning can help you to make the right choices to ensure that clients can enjoy life in retirement.
Taxation
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.
For Coreco Clients
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
Important Information
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
369 reviews
Excellent
Jordan Torrano
"Fantastic Service Craig was excellent from start to finish. He made the whole process completely stress-free..."
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Jordan Torrano
Fantastic Service
Craig was excellent from start to finish. He made the whole process completely stress-free and very easy to understand. He clearly worked in my best interests. I would recommend Coreco to anyone.
Alex Hardy
"Great service on recent re-mortgage We have been using Jan and Jenny at Coreco for our..."
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Alex Hardy
Great service on recent re-mortgage
We have been using Jan and Jenny at Coreco for our property needs and they have always been professional and provided excellent service.
Jordan Wright
"Outstanding service... Outstanding service throughout the process of purchasing our first home! Mark and Kieran were..."
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Jordan Wright
Outstanding service...
Outstanding service throughout the process of purchasing our first home! Mark and Kieran were extremely helpful, able to answer all questions we had about the process and really responsive, especially early on when viewing properties and getting our mortgage application done - could not be happier with our experience with them. Coreco felt a little pushy when it came to encouraging us to arrange insurance through them, numerous phone calls and emails despite telling them we were arranging ourselves, but understand this is part of their business model and they were always polite despite this. Would absolutely recommend their mortgage services to anyone!