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
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.
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 INTENDED ONLY FOR RESIDENTS OF THE UNITED KINGDOM
© 2012 The Co-operative Bank Plc trading as Britannia
Your Financial Planning Manager from The Co-operative Bank Financial Planning Service is employed by AXA Wealth Services Limited and can offer only a range of products and services available through AXA Wealth Services Limited. Your Financial Planning Manager will give you details of the provider of any product that is recommended to you. The Co-operative Bank plc introduces to AXA Wealth Services Limited and both are authorised and regulated by the Financial Services Authority.