Planning for Financial

Trusted advisers. Tailored advice.

Cosgrove Brown Financial Planning is an approachable firm of professional 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. Champion value for your family, with our Family Linking discount – find out how we can add value to you and your entire family.

How we can help you?

Everyone wants financial security. To achieve it you need a plan – without
a plan you will arrive somewhere but the chances are it won’t be where you
want to be.

We can help you make sure you can afford to retire; find you the most suitable mortgage; ensure that you and your family are financially protected; help helping you to achieve your financial goals.

We provide the personal service, knowledge, and expertise to help you meet those 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 advisers 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.

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?

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 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: