Cosgrove Brown - A Complete Approach to Financial Advice

We are Chartered financial planners, financial advisors and pension specialists with offices in Swansea and Bridgend. We provide a full complement of services to clients throughout South Wales.

We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. That's because we listen to them and provide financial recommendations they can trust.

We offer financial advice throughout life, from getting your first mortgage to maximising your pension in retirement. 

Bespoke, individual and tailored - offering you a lifetime of support as your needs change - helping to build, manage and protect your wealth.

We can help you with complex commercial financing and re-mortgages, pensions advice, wealth management and investment advice - as an individual, family or business anywhere in South Wales.

Together, we have many years of experience in the industry and we constantly strive to improve our knowledge. But don't just take our word for it! Read an independent overview of our financial advice and support in Financial Adviser Magazine's 'Mystery Shopper' article. 

We believe that financial advice and wealth management is not about numbers, it is about building long term relationships, listening to what is important then finding the right solutions. We always aim to provide real and consistent value for money - there are no hidden charges. 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.