Cosgrove Brown Financial Planning Ltd

Independent Financial Adviser  35 Tonacliffe Road, Lancashire, Rochdale, OL12 8SS
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FCA authorised
Last authorised 3rd May 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Jeremy Holt DipPFS
Financial Planner
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.

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

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

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