Wealth Management

Truth. Simplicity. Transparency.

Wealth Management
Wealth Management

Manage, grow, build and protect your wealth with specialist wealth management advice from our Chartered financial advice firm.

If investment decisions leave you in two minds ……it’s time to put our heads together.

In a constantly changing pensions and investment environment, you need to carefully consider spreading investment risk, managing a balanced portfolio and think about taxation issues and implications both for personal and corporate finances.

When it comes to planning and managing your income it is important to know what you actually want to achieve and how much risk and volatility you are willing to tolerate.

We can work with you to meet your individual goals and aspirations. We will take time to understand your current financial position, income needs, future hopes and priorities and your feelings about risking capital and any investment criteria you have. We will create an integrated and co-ordinated approach to managing your wealth providing complete wealth management advice.

Cosgrove Brown Financial Planning works closely with Discretionary Fund Managers (DFMs) for assets in excess of £500k and work for you with specialist professionals such as solicitors, accountants and care providers to give wealth management advice and support on issues such as succession planning, long term care and power of attorney.

Our Services & Expertise

We provide specialist wealth management advice on:

  • Investment Bonds and Offshore Bonds
  • ISAs
  • Investment Trusts and unit Trusts
  • Portfolio Planning
  • Tax treatment varies according to individual circumstances and is subject to change.

The Financial Conduct Authority do not regulate trusts.

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.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax and tax efficient investments. The first meeting is at our expense and without any obligation.

You can contact us via telephone, email, or use the contact form below: