Cosgrove Brown - It's the Quality which makes us different

We are Chartered financial planners, financial advisers and pension specialists with offices in Swansea and Bridgend, and clients across the UK. Cosgrove Brown is an approachable team of highly qualified financial advisers, commercial finance specialists, mortgage brokers and pension planning experts. We help individuals and companies achieve their financial goals from pension transfers, to business loans to equity release mortgages. 

We realise there are plenty of options when it comes to choosing a financial adviser in Swansea, South Wales. As Chartered Financial Planners you can be sure of the highest level of customer care,  knowledge and industry expertise - it comes with being Chartered. It's the quality which makes us different.

Our clients involve us when planning for the most important things in their lives: their finances and their goals.

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. We listen, and we help them understand their options. we are there throughout your financial life. 

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-mortgages, pension advice, wealth management and investment advice - for individuals, families and business customers across South Wales. 

We work hard to ensure our clients have the confidence that comes from knowing that they have a trusted financial advisor. 

We are happy to be judged on the quality of advice we provide and the results we achieve for our clients. So far this year we have secured almost 80 mortgages for our mortgage customers, helping people like Jess to get on the property ladder and we have significant investment funds under management. We have secured more than £5.5 million in commercial business loans.

Read an independent overview of our financial advice and support in Financial Adviser Magazine's 'Mystery Shopper' article.

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

Every day you make 35,000 choices, one day you'll have to choose who to go to for financial advice. Choose Chartered. Financial Planning with a Personal Touch.