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.

Trusted advisors. Tailored advice.

Please be advised that during the current COVID-19 climate, we continue to operate with minimal interruption to our normal practices. We are providing every means at our disposal to remain flexible and supportive to you all. We are contactable by telephone and email, at all times, as normal. Please don't hesitate to get in touch.

Cosgrove Brown Financial Planning Ltd is an approachable team of highly qualified financial advisors, commercial finance specialists, mortgage brokers and pension planning experts with clients across the UK. 

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-mortgagespension advice, wealth management and investments - for individuals, families and business customers. 

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.

We are happy to try to answer your questions, without any future obligation, so please get in touch for an informal discussion. 

Commercial mortgages are available by referral only.

It's the Quality which makes us different


  

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

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

Teresa, Llanelli

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

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

Maurice, Swansea, March 2017

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

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

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

James, Swansea

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

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 2019

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

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

Karen, London

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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