Planning for Financial
Freedom

Trusted advisors. Tailored advice.

Cosgrove Brown Financial Planning is an approachable firm of highly qualified financial advisors Swansea offering clear, trusted pensions, investment and mortgage advice.

We are commercial finance specialists, mortgage brokers and pension planning experts with clients across the UK.

Being a Chartered Financial Planning firm you can be sure of the highest level of customer care, knowledge and industry expertise. As a result, our financial advisers provide clear, honest and understandable financial advice.

A high proportion of new clients come from personal referrals and recommendations, 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 most suitable mortgage; by ensuring that you and your family are financially protected; by helping you and your family to achieve your financial goals.

Cosgrove Brown financial planning specialise in complex commercial financing, re-mortgages, pensions advice, wealth management and investments – for individuals, families and business customers. We are highly qualified and trusted financial advisors Swansea.

No obligation initial meeting

Ask us any questions, without any future obligation. Please get in touch with our financial advisors and mortgage brokers Swansea for an informal discussion. The first meeting is free, at our expense.

Why not take a minute to look at our Guide to our Services brochure.

Find out how we can help today

Personal and Business Protection

Investment Advice

Retirement Income & Pension Planning

Wealth Management

Inheritance Tax Planning

First-time Buyer Mortgages

Home and Buy-to-Let Mortgages

Commercial Mortgages

Business Development and Loans

Equity Release

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Will writing and Business Development Loans are not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

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.

What makes us different?

"Can’t recommend Daniel Bailey highly enough. 5 star recommendation for him. He is very patient and took the time to understand our circumstances and worked very hard to acquire our mortgage for us. We are so very grateful to him."

"So, so happy with our experience with this company. They couldn’t have done enough for us!! I would highly recommend them to anyone. Daniel Bailey was the person who dealt with us and the standard of his professionalism couldn’t have been better. Nothing was too much for him!"

"From the outset, we found Ian’s professionalism, knowledge and expertise to be second to none. Throughout the process of setting up an investment portfolio to provide a monthly income, Ian provided regular updates, advise and guidance, all in a language that we could readily understand, being as how our knowledge of the financial market was very limited."

"We find Daniel to be incredibly helpful and responsive. He is not pushy and just gives simple, clear good advice. #TeamDaniel!"

"We have every confidence in Ian's exceptional knowledge and experience but also appreciate very much the great service from the team that Cosgrove Brown have built up around them."

"Ian looked at all our finances along with our pensions and explained everything so we fully understood. We feel more comfortable knowing what we will receive in retirement."

Carl Cerasuolo

"Without the help of Daniel we wouldn't be enjoying making memories in our beautiful forever home. He delivered a very personal service and listened to what we wanted from him. He was always on hand to answer any questions, we can't thank him enough for the 5+star service (February 2021)"

"Gary provided excellent advice and assistance with a complex purchase which involved a bridging loan and commercial funding. He understood the timescales and sourced lending when others couldn’t."

"Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!"

"We were really impressed with the speed with which you processed the mortgage and the great rate of interest!"

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

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

"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."

"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."

"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."

H McGillivray

"The service at Cosgrove Brown really has been first class. Not only was Dan, the Mortgage Broker, friendly and relaxed, nothing was too much trouble for him. He seemed to go above and beyond in helping where he could. He really took a lot of pressure off me in what could have been a really stressful time. I would 100% recommend Cosgrove Brown, the service was exceptional and really good value for money too."

Samantha Lewis - Swansea

"I was recommended Cosgrove Brown by a family member and was not disappointed. Dan has now arranged 2 mortgages for me and each one has been completely stress free and that is amazing for someone who worries about everything. Dan was understanding of my situation and is extremely good at his job. He is always at the end of the phone or email with any queries I had day or night! He literally takes everything out of your hands and deals with it all from start to finish but keeps you updated all through the process. I honestly cannot recommend this firm in particular Dan Bailey enough. I now have a lovely home to call my own thanks to them!"

Christine - Swansea

"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."

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation

You can contact us via telephone, email, or use the contact form below:

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Planning for FinancialFreedom