Cosgrove Brown Financial Planning Ltd

Independent Financial Adviser 35 Tonacliffe Road, Whitworth, Lancashire, Rochdale, OL12 8SS
FCA verified
5th November 2018
Clear, trusted advice with a professional, personable approach; as Chartered Financial Planners we specialise in all pension and investment needs.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Jeremy Holt DipPFS
Financial Planner
Where to find us

35 Tonacliffe Road, Whitworth, Lancashire, Rochdale, OL12 8SS

About us

We are committed to quality financial advice with an emphasis on understanding your objectives before we offer solutions. We want to build an ongoing relationship with you, and where necessary help you make any adjustments to ensure your objectives stay on track. We want to use technology wherever possible to allow you to keep up to date with your arrangements, stay in contact with us and to help us provide you with great service. Our objective is to build, manage and protect your wealth.

Our services

Cosgrove Brown is an independent Chartered Financial Planning company covering Manchester and the North West area but with a national client base. We build personal, lifelong relationships underpinned by honest, highly qualified advice. Your first meeting is without charge or obligation.

We offer a wide range of specialist services, including advice on investments, planning for retirement, commercial borrowing, equity release, 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 building long-term relationships with our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Cosgrove Brown Financial Planning Ltd is an appointed representative of Intrinsic Financial Planning Limited & Intrinsic Mortgage Planning Ltd who are authourised and regulated by the Financial Conduct Authority.

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