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.

Retiring soon? Make sure you’ve considered all the options

Don’t leave it to chance - it’s your money – and it’s your move.

You’ve worked hard to build your pensions savings and you might think its easiest and safest to keep it with your current provider.

The fact is that leaving it with your current pension provider may not be the right call. You have total freedom over what you do with your pension savings and you need to make sure you’ve done your research and considered all the options to maximise your money long-term.

The smart money move is to talk to us. As chartered financial advisers we’ll listen to your plans then search the market to find the best options for you. It always pays to shop around and we can help you create the retirement plan that suits you best.      

We charge for initial meetings to discuss Final Salary / Defined Benefit Pension Schemes. This charge is £150.00. 

How can I maximise my Retirement Income?

If an annuity is the right choice for you then it may be possible to boost your retirement income - just by searching the wider annuities market.

With an enhanced annuity you could receive even more as your health and lifestyle are taken into account.

 

Financial advisers

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

Karen, London

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

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

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

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

Maurice, Swansea, March 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

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

Teresa, Llanelli

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

James, Swansea

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

Louise, Swansea

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

Geff, Newport

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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