Protect your family and your lifestyle in case of the unexpected
Looking to move home or reduce your current mortgage outlay?
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
Happy New Year!
We are Chartered financial planners, financial advisers and pension specialists with clients across the UK. Cosgrove Brown is an approachable team of highly qualified financial advisors, commercial finance specialists, mortgage brokers and pension planning experts.
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.
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-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.
Read an independent overview of our financial advice and support in Financial Adviser Magazine's 'Mystery Shopper' article.
Please take a minute to look at our Guide to Our Services brochure. It will take you through our advice process and spell out our charges and commitments to you. 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.
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 2019Get 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
