Cosgrove Brown Financial Planning Ltd - Chartered Financial Planners

Cosgrove Brown Financial Planning Ltd - Chartered Financial Planners 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 reg

ulated 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.

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...
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

Thinking of making a move?
20/05/2026

Thinking of making a move?

Financial Planning AdministratorPart-Time (3 Days per Week) | Flexibility for Full-Time Cover preferred but not essent...
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?

The conflict in the Middle East -
19/03/2026

The conflict in the Middle East -

For instance, the rise in oil prices above $100 has worked in favour of companies such as BP and Shell, and defence firms like BAE Systems have also seen rallies, which isn’t too surprising given the circumstances. On the other hand, tech stocks have taken a hit, though this trend began before the...

Local presence. National expertise.
12/03/2026

Local presence. National expertise.

Tax-year end - maximise your allowances! -
05/03/2026

Tax-year end - maximise your allowances! -

Tax rules and allowances can change every year. What worked last year may not be the most efficient approach today. Reviewing your savings, investments, and assets before 5 April ensures you’re making the most of available allowances and keeping your finances as tax efficient as possible.

Plan smart for tax-year end. Review your finances now? •Pensions •ISAs •Capital gains •Inheritance tax • Other reliefs. ...
25/02/2026

Plan smart for tax-year end. Review your finances now?
•Pensions •ISAs •Capital gains •Inheritance tax • Other reliefs.

Act Now!

Tax treatment varies according to individual circumstances and is subject to change.
Inheritance Tax Planning & Tax Planning are not regulated by the Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. January 2026.

If a key person, partner, or director couldn’t work tomorrow, what would happen?Financial protection for your business h...
18/02/2026

If a key person, partner, or director couldn’t work tomorrow, what would happen?

Financial protection for your business helps keep your company running smoothly, protects cashflow, and provides stability when life throws a curveball.

It’s not just about insurance - it’s about safeguarding what you’ve built.

Get in touch and start planning today: https://www.cosgrovebrown.co.uk/financial-protection/

Build Your Mortgage Business | Self-Employed Adviser | Chartered Firm | Admin SupportFor a full job decsription and pe...
05/02/2026

Build Your Mortgage Business | Self-Employed Adviser | Chartered Firm | Admin Support

For a full job decsription and person specification, please email [email protected]

Address

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

Telephone

+441792583607

Website

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