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.

Cosgrove Brown - Putting Your Interests First

team photoWe are Chartered financial planners, financial advisors and pension specialists with offices in Swansea and Bridgend. We provide a full complement of services to clients throughout South Wales.

We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. That's because we listen to them and provide financial recommendations they can trust.

We offer financial advice throughout life, from getting your first mortgage to maximising your pension in retirement. 

Bespoke, individual and tailored - offering you a lifetime of support as your needs change - helping to build, manage and protect your wealth.

We can help you with complex commercial financing and re-mortgagespensions advice, wealth management and investment advice - as an individual, family or business anywhere in South Wales.

Together, we have many years of experience in the industry and we constantly strive to improve our knowledge. But don't just take our word for it! Read an independent overview of our financial advice and support in Financial Adviser Magazine's 'Mystery Shopper' article. 

We believe that financial advice and wealth management is not about numbers, it is about building long term relationships, listening to what is important then finding the right solutions. We always aim to provide real and consistent value for money - there are no hidden charges. We are happy to try to answer your questions, without any future obligation, so please get in touch for an informal discussion.

Every day you make 35,000 choices, one day you'll have to choose who to go to for financial advice. Choose Chartered. 

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

Louise, Swansea

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

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

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

Teresa, Llanelli

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

Maurice, Swansea, March 2017

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

James, Swansea

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

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

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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