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.

Chartered Financial Planning Services

 

directors of Cosgrove Brown

Few of us really have the time or inclination to understand the vast number of different investment, pension and mortgage products on the market. 

To do this effectively, it would need to become a full-time job. 

That's where we come in - it is our full time job.

We we will discuss your specific financial needs – and give you recommendations you can trust.

This means delivering a suitable financial strategy for you - to achieve your goals, prepare for your retirement and plan for your family’s future.

This is the process we follow to make sure you get the quality of advice you need:

process wheel      our promise

Any initial meeting with us is *without charge (at our expense) and without obligation, but you should be ready and prepared to talk about your financial position, and your objectives, in order to get the most out of the time. *We do make a charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00

 Click here for an overview of our services  




 

 

 

 

 

 

 

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

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

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 couldve been a really stressful time. I would 100% recommend Cosgrove Brown, the service was exceptional and really good value for money too.

H McGillivray, February 2020

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

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

Maurice, Swansea, March 2017

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

Karen, London

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

Geff, Newport

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

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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