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.

Financial Planning Services

paper family in sunshineFew 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 do make a charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00

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 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 (via our master broker) and home mortgages. 

 Click here for an overview of our services  


Magazine CoverRead our short introductory Guide to Professional Financial Advice here.

 

 

 

 

 

 

 

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

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

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

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

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

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

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

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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Don't walk a financial tightrope with your finances, trust Cosgrove Brown
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