Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

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.

Cosgrove Brown - It's the Quality which makes us different

team photoWe are Chartered financial planners, financial advisers and pension specialists with offices in Swansea and Bridgend, and clients across the UK. Cosgrove Brown is an approachable team of highly qualified financial advisers, commerical finance specialists, mortgage brokers and pension planning experts. We help individuals and companies achieve their financial goals from pension transfers, to business loans to equity release mortgages. 

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.

Our clients involve us when planning for the most important things in their lives: their finances and their goals.

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. We listen, and we help them understand their options. we are there throughout your financial life. 

How we can help you. By making sure you can afford to retire; by finding you the best value 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-mortgagespensions 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. We have secured more than £5.5 million in commercial business loans.

Read an independent overview of our financial advice and support in Financial Adviser Magazine's 'Mystery Shopper' article.

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.

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.

Fi Davies, August 2018

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.

Christine, Swansea

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

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.

Fi Davies, August 2018

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.

Phil Harmer, April 2017

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

Steve Allan, March 2018

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

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

Dr Brazier, Liverpool, Sept.2016

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

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

Maurice, Swansea, March 2017

Get 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

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