Make the most of your money
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The Co-operative Bank Financial Planning Service
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 outfrom your AXA Financial Planning Manager, and with you.
How to make an appointment
See if you could benefit by making an appointment with your local branch today.