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.

Trusted advisors. Tailored advice.

Please be advised that during the current COVID-19 climate, we continue to operate with minimal interruption to our normal practices. We are providing every means at our disposal to remain flexible and supportive to you all. We are contactable by telephone and email, at all times, as normal. Please don't hesitate to get in touch.

Cosgrove Brown Financial Planning Ltd is an approachable team of highly qualified financial advisors, commercial finance specialists, mortgage brokers and pension planning experts with clients across the UK. 

As Chartered Financial Planners you can be sure of the highest level of customer care, knowledge and industry expertise - it comes with being Chartered. 

We know we provide clear, honest and understandable financial advice. A high proportion of new clients come from personal referrals and reccommendations, our clients trust us and they introduce us to their families and friends. 

How we can help you? By making sure you can afford to retire; by finding you the best value mortgage; by ensuring that you and your family are finacially protected; by helping you and your family to achieve your financial goals.

We specialise in complex commercial financing, re-mortgagespension advice, wealth management and investments - for individuals, families and business customers. 

Read an independent review in Financial Adviser Magazine's 'Mystery Shopper' article.

Pease take a minute to look at our Guide to Our Services brochure.

We are happy to try to answer your questions, without any future obligation, so please get in touch for an informal discussion. 

Commercial mortgages are available by referral only.

It's the Quality which makes us different


  

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

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

Louise, Swansea

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

Maurice, Swansea, March 2017

The service at Cosgrove Brown really has been first class. Not only was Dan, the Mortgage Broker, friendly and relaxed, nothing was too much trouble for him. He seemed to go above and beyond in helping where he could. He really took a lot of pressure off me in what could have been a really stressful time. I would 100% recommend Cosgrove Brown, the service was exceptional and really good value for money too.

H McGillivray, February 2020

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

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 2018

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

Geff, Newport

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

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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