Protect your family and your lifestyle in case of the unexpected


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


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


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

team photoWe are chartered financial planners, financial advisors and pension specialists based in Swansea, Llanelli, Neath, Bridgend, South and West Wales.

We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. That's because we listen to them and provide financial recommendations they can trust.

We offe financial advice throughout life, from getting your first mortgage to maximising your pension.

We can help you with complex commercial financing (via a master broker) and re-mortgagespensions advice, equity release advice, investment advice and mortgage advice - as an individual, family or business anywhere in South Wales, offering you a lifetime of support as your needs change.

But don't just take our word for it! Read an independent overview of our financial services advice and support 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, listening to what is important then finding the right solutions. All underpinned by qualified, knowledgeable advice. Speak with one of our chartered financial advisers – we'll spend time understanding your objectives and circumstances, then provide financial advice that's relevant to you. This means delivering a suitable financial strategy for you - to achieve your goals, prepare for your retirement or plan for your family’s future. Bespoke, individual and tailored.

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

Sometimes we have clients who require more than financial advice and we have developed working relationships with other professional 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, Bridgend, 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. We always aim to provide real and consistent value for money - there are no hidden charges. We never forget that it is your hard earned money we are looking after. 

*We do make a charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00. 

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

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

Dani & Geoff, Stratford upon Avon

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

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

Karen, London

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

James, Swansea

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

Teresa, Llanelli

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

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

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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