Welcome to Cosgrove Brown Financial Planning Ltd. We are committed to providing quality and trusted financial advice with an emphasis on understanding your objectives and building personal, lifelong relationships. olutions. Our objective is to build, manage and protect your wealth. Our financial service is approachable and knowledgeable and our focus is on helping you to meet your financial aims. It's the quality of advice which makes us different.
Cosgrove Brown Financial Planning is a specialist Chartered Financial Planning company covering Wales and the West but with a national client base. our first meeting is without charge or obligation. Our Chartered Financial Planners will be with you every step of the way, understanding your financial needs and providing appropriate solutions.
We offer a wide range of specialist services, including advice on investments, planning for retirement, protection and Inheritance Tax, including all types of pension schemes. Our focus is on both capital enhancement and capital protection. We believe in providing a high quality service, with the emphasis on lifetime relationships.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Commercial mortgages are available by referral only.
Suite 17, Henley House, Fforestfach, Swansea, Swansea, SA5 4DJ
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