Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Cosgrove Brown - Caring for your Financial Future

Cosgrove Brown Financial Advisors SwanseaWe are chartered financial planners, financial advisors and pension specialists in Swansea, Llanelli, Neath, Bridgend, South East and West Wales.

We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients

Our advisers have specialities in many fields, especially commercial and re-mortgages, pensions, welath management and investments. 

We provide pensions advice, equity release advice, investment advice and mortgage advice to individuals and businesses across South West Wales. 

But don't just take our word for it! Read an independent overview of our financial services in Financial Adviser Magazine's 'Mystery Shopper' article.

We believe that financial planning and wealth management is not just about money, nor is it just about numbers, it is about building long term relationships with our clients and listening to what is important to them. All underpinned by qualified, knowledgeable advice. Speak with one of our chartered financial advisers – we'll spend time understanding your objectives and your circumstances, then provide financial advice that's relevant to you. Bespoke, individual and tailored.

As chartered financial planners we demonstrate a professional commitment to raising standards of knowledge, capability and ethical practice. You can expect the highest quality of service from us.

Sometimes we have clients who require more than financial advice and we have developed working relationships with other professionals advisers to help them achieve their financial objectives; we work in association with H.R. Harris and partners to provide professional accountancy and tax advice.

Next Steps

Please browse our website to find out about who we are and how our financial advisors and wealth managers in Swansea, Bridgened, South Wales can help you to build, manage and protect your wealth. We are happy to try to answer your questions, without any future obligation, so get in touch for an informal discussion.

Contact us for an initial meeting - without charge  - we can run through a free financial health check and mortgage rate review with you.

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Many thanks for your swift efforts with our mortgage Dan, you're a credit to your profession

Piers, Taunton, September 2016

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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