Financial Planning Services
Few of us really have the time or inclination to understand the vast number of different investment, pension and mortgage products on the market and consider what the best options are to suit our particular objectives.
To do this effectively, it would need to become a full-time job. But with the busy lives we lead, it can be difficult to find the time to keep fully up to speed with everything, including managing our ever-changing financial affairs.
That's where we come in - it is our full time job.
We we will discuss your specific financial needs – be it paying for your children’s and possibly grandchildren’s education, investing in the stock market, protecting family wealth, building a retirement fund, equity release or planning for long term care - and give you recommendations you can trust.
This means delivering a suitable financial strategy for you - to achieve your goals, prepare for your retirement and plan for your family’s future.
Any initial meeting with us is without charge (at our expense) and without obligation, but you should be ready and prepared to talk about your financial position, and your objectives, in order to get the most out of the time.
We always aim to provide real and consistent value for money - there are no hidden charges.
Our highly qualified financial advisor team in Bridgend, Neath, Swansea and Llanelli has vast experience in financial services.
We send regular newsletters and magazines like Smart Money and publish current financial reports and in-depth guides on our website including budget summaries, economic outlook forecasts and the latest in pension regulation changes.
We also ensure our advisers are up to date with a continuing programme of professional development so they can confidently offer you the highest level service.
Cosgrove Brown offer a lifetime of financial advice - pensions, investments, protection, business finance, funding advice for long term care, equity release, commercial mortgages and home mortgages.