Cosgrove Brown - Dedicated to Providing you with Financial Independence

We 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-mortgages, pensions 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.