Make the most of your money
If you don't already have one, take a look at our examples on why we think you should consider making a plan 
.
The Co-operative Bank Financial Planning Service
Important Information
Changes to the Co-operative Bank Financial Planning Service.
We regret to inform customers that the Financial Planning Service provided by AXA is no longer available in our Co-operative Bank and Britannia branches.
It's always good to have a plan
It goes without saying that not everyone's finances are in the same shape. But whatever your circumstances, we're pretty sure you want to make the most of your money; that's why we recommend financial planning. After all, having a plan in place is much more likely to help you get what you want from life, rather than leaving it to chance.
The Co-operative Bank Financial Planning Service is provided by AXA Financial Planning Managers and is available to all our customers.
Could you benefit from an appointment?
An AXA Financial Planning meeting could be especially useful if:
- Your circumstances have just changed – for example, you’re starting a family or getting ready to retire
- You want to make sure your current plans are on the right track
- You want the potential to get the very best from your future finances.
To make an appointment simply contact your local branch.
Once you've made an appointment
Find out what you can expect from your AXA Financial Planning Manager, and what you'll need to bring with you.
How to make an appointment
See if you could benefit by making an appointment with your local branch today.
Britannia is a trading name of The Co-operative Bank p.l.c.
The Co-operative Bank p.l.c. Registered office: P.O. Box 101, 1 Balloon Street, Manchester, M60 4EP. Registered in England and Wales No. 990937.
The Co-operative Bank is authorised and regulated by the Financial Services Authority (No. 121885), subscribes to the Lending Code and the Financial Ombudsman Service and is licensed by the Office of Fair Trading (No. 006110).
Credit facilities provided by The Co-operative Bank Plc, are subject to status and not available to non-UK residents or anyone under 18 years of age. Policy Supplier terms and conditions apply.
THIS SITE IS ONLY INTENDED FOR RESIDENTS OF THE UNITED KINGDOM
© 2012 The Co-operative Bank p.l.c. trading as Britannia