Cosgrove Brown Financial Planning Ltd - Chartered Financial Planners

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Cosgrove Brown Financial Planning Ltd - Chartered Financial Planners

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Cosgrove Brown Financial Planning Ltd is an approachable firm of professional advisers. We give trusted, clear advice. You may get back less than you invested.

As Chartered financial planners you can be sure of the highest level of customer care, knowledge and industry expertise. Cosgrove Brown Financial Planning Limited. We provide financial planning and investment advice to individuals and businesses across South Wales. Cosgrove Brown Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s) under reference 440703. The value of pension and the income they produce can fall as well as rise.

01/10/2026

One Pension Pot, One Clear Picture of Your Retirement -

Over the years, it’s common to build up several pensions, ISAs, or investment accounts with different providers, bringing your investments together can help you in many ways:

20/08/2026

Good luck to everyone taking part, go smash it!

20/08/2026

18/08/2026

Paddle, Peak, Pedal - The Welsh Challenge!

Cosgrove Brown is pleased to support the Paddle-Peak-Pedal challenge, raising funds and awareness for two very worthwhile causes: Prostate Cancer and Motor Neurone Disease.
Eight friends led by Paul Thorburn will undertake a significant challenge kayaking from Mumbles, Swansea to Anglesey in North Wales, climbing Snowdon and then cycling back to Swansea over 12 days. The motivation is simple, to raise as much money as possible to help find cures for two devastating diseases.

Last year we tested our own team work and resilience at Cosgrove Brown with a climb up Pen-y-fan in aid of the British Heart Foundation. We’re sure they will better whatever the sea, weather and roads throw at them and kick all their goals into touch. Make a difference by donating, sharing the story, following the journey or simply talking to friends and family about Prostate Cancer and MND. Good luck from all at Cosgrove Brown Financial Planning!
Donate here: https://givewheel.com/fundraising/16296/paddle-peak-pedal-the-welsh-challenge/

06/08/2026

Don't leave it to chance -

03/08/2026

You can put a plan in place that provides a steady income for your family if you’re no longer around.
Speak to a qualified financial adviser to see what cover could look like for you.

26/05/2026

Buying a house is one of the biggest investments you will ever make. Can you afford to get it wrong? Let us help you get the keys to your new home with our first time buyer mortgage discount offer - saving you £200! www.cosgrovebrown.co.uk

20/05/2026

Thinking of making a move?

16/04/2026

Financial Planning Administrator
Part-Time (3 Days per Week) | Flexibility for Full-Time Cover preferred but not essential. 👉 Apply now or get in touch for more information, [email protected]

07/04/2026

How much do you need to retire?

Address

Unit 1 (Gf), Dragon 24, Penllergaer Business Park
Swansea
SA49HJ

Telephone

+441792583607

Website

http://www.cosgrovebrown.co.uk/

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