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

team photoWe are chartered financial planners, financial advisors and pension specialists with offices in Swansea and Bridgend. We provide a full complement of services to clients throughout South 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 offer financial advice throughout life, from getting your first mortgage to maximising your pension in retirement. 

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.

Together, we have many years of experience in the industry and we constantly strive to improve our knowledge and to offer expert, bespoke advice to enable our clients to achieve their financial goals and objectives. 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. Bespoke, individual and tailored - offering you a lifetime of support as your needs change. 

As chartered financial planners we have a professional commitment to raising standards of knowledge, capability and ethical practice. We will clearly explain our recommendations to you and provide you with documentation which is clear and easy to understand. 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.  

Next Steps

Please use the menu to access further information about Our Advisers and Our Services and to find out how we can help you to build, manage and protect your wealth. We are happy to try to answer your questions, without any future obligation, so please 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 do make a charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00. 

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

Maurice, Swansea, March 2017

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

Karen, London

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

Teresa, Llanelli

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

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

Geff, Newport

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

Louise, Swansea

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

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

James, Swansea

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

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

Maurice, Swansea, March 2017

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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