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.

Wealth Management

investment outlookManage, grow, build and protect your wealth with specialist Chartered financial planner advice.

In a constantly changing pensions and investment environment, you need to carefully consider spreading investment risk, managing a balanced portfolio and think about taxation issues and implications both for personal and corporate finances.

Are you planning to make any major changes to your investments in 2017? Following a year of political changes, a BREXIT vote and yet more changing legislation, we take a look at the economic outlook for investors in our 2017 Investment Outlook.

When it comes to planning and managing your income it is important to know what you actually want to achieve and how much risk and volatility you are willing to tolerate.

We can work with you to meet your indiviual goals and aspirations. We will take time to understand your current financial position, income needs, future hopes and priorities and your feelings about risking capital and any investment criteria you have. We will create an integrated and co-ordinated approach to managing your wealth.

Cosgrove Brown works closely with Discretionary Fund Managers (DFMs) for assets in excess of £500k and work for you with specialist professionals such as solicitors, accountants and care providers to give advice and support on issues such as sucession planning, long term care and power of attorney.

We provide specialist wealth management advice on:

  • Investment Bonds and Offshore Bonds
  • ISAs
  • OEICS
  • Investment Trusts and unit Trusts
  • Portfolio Planning

Magazine CoverRead more in our Guide to Investment Matters

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

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

Teresa, Llanelli

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

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

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

Louise, Swansea

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

James, Swansea

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

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

Karen, London

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

Geff, Newport

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

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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