Trusted advisors. Tailored advice.
Cosgrove Brown Financial Planning is an approachable team of highly qualified financial advisors in Swansea Financial advisors Swansea, offering clear, trusted pensions, investment and mortgage advice.
We are commercial finance specialists, mortgage brokers and pension planning experts with clients across the UK.
Being Chartered Financial Planners you can be sure of the highest level of customer care, knowledge and industry expertise. As a result, our financial advisers provide clear, honest and understandable financial advice.
A high proportion of new clients come from personal referrals and recommendations, 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 most suitable mortgage; by ensuring that you and your family are financially protected; by helping you and your family to achieve your financial goals.
No obligation initial meeting
Ask us any questions, without any future obligation. Please get in touch for an informal discussion. The first meeting is free, at our expense.
Why not take a minute to look at our Guide to our Services brochure.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
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.
What makes us different?
Start your journey to a better financial future
You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation
You can contact us via telephone, email, or use the contact form below: