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Financial Planning Service

Financial Planning Service

For expert financial advice, book your free financial review today

Perhaps you don't think you need a financial review and you're happy with your investment and protection plans - fair enough. But can you be sure that your hard-earned money is working as hard as it can to meet your future financial needs...?

We've joined forces with AXA Sun Life plc, which is part of the AXA Group, to offer you an even more comprehensive range of products and services, which can be tailored to meet your specific needs.
A financial review could help you make the most of your money. This expert review service is available through the Financial Planning Manager at your local Britannia branch. Financial Planning Managers are employed by and only represent AXA Sun Life Services plc, and operate under the name of the Britannia Financial Advisory Service.
The Financial Planning Manager will talk to you to understand your situation and make suitable recommendations for you to help you meet your financial goals.
The review is free and there's no obligation to take out any product afterwards. But you will walk away with a better knowledge of how you could make your money work harder.

Talk to our branch staff about arranging your financial review. You've nothing to lose but you could gain a valuable new insight into how to make the most of your savings, investments and protection portfolio, both now and in the future.

Financial Planning Service

Financial Planning Managers are here to guide you to make the right decisions to help with your financial goals.

Get in touch with your local branch to arrange an appointment today.

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Britannia is a trading name used by The Co-operative Bank p.l.c., part of The Co-operative Financial Services.

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, is a member of 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 INTENDED ONLY FOR RESIDENTS OF THE UNITED KINGDOM

© 2010 The Co-operative Bank Plc trading as Britannia

AXA Sun Life Services plc, PO Box 1810, Bristol BS99 5SN. Telephone: 0117 989 9000.
Your Britannia Financial Advisory Service Financial Planning Manager represents only AXA Sun Life Services plc and can offer a range of life, pension and investment products provided by AXA, Britannia and Ignis Asset Management Ltd. Your Financial Planning Manager will give you details of the company providing any product that is recommended to you. The Co-operative Bank p.l.c., trading as Britannia, introduces you only to AXA Sun Life Services plc which is authorised and regulated by the Financial Services Authority. The Financial Services Authority reference number of AXA Sun Life Services plc is 185746 (www.fsa.gov.uk/register/home.do).