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
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.
As Chartered Financial Planners you can be sure of the highest level of customer care, knowledge and industry expertise - it comes with being Chartered.
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 are happy to be judged on the quality of advice we provide and the results we achieve for our clients. Don't just take our word for it.
Read an independent review in Financial Adviser Magazine's 'Mystery Shopper' article.
Pease 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.
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My mortgage needs were not simple to deal with, but Dan’s knowledge and experience really shone through. He was professional in his dealings with me and explained everything to me in a clear and concise way, ensuring I fully understood the mortgage product I purchased.
P Davies,September 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
©Copyright Cosgrove Brown. All Rights Reserved. Registered Address: Suite 17, Henley House, Queensway, Fforestfach, Swansea, SA5 4DJ
Company Registration Number: 7874385; Place of Registration: England & Wales.
Cosgrove Brown Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Business Advice Services and Business Development products are not part of the Intrinsic offering and Intrinsic have no responsibility for this product. Trusts, Estate Planning, Buy to let mortgages, Commercial Mortgages, Auto Enrolment are not regulated by the Financial Conduct Authority.
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