Protect your family and your lifestyle in case of the unexpected


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


With so many choices, leave it to us to help make your money work harder for you.


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.

Cosgrove Brown - Dedicated to Providing you with Financial Independence

team photoWe are Chartered financial planners, financial advisors and pension specialists with offices in Swansea and Bridgend. Our clients involve us when planning for the most important things in their lives: their finances and their goals. We listen, and we help them understand their options. We provide financial recommendations they can trust.

A large proportion of our new customers have been referred to us by satisfied clients. We encourage involvement, we know that planning is a life-long process and people's needs change over time.

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

We specialise in complex commercial financing, re-mortgagespensions 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 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. 

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

We realise there are plenty of options when it comes to choosing a financial planning partner. We take a distinctly different approach to financial planning; our clients share their hopes, dreams, needs and goals with us and we share them too; we work hard everday to help them achieve them all. 

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.

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

Teresa, Llanelli

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan, March 2018

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

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

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

Maurice, Swansea, March 2017

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

Karen, London

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

James, Swansea

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

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

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

Teresa, Llanelli

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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