At Cosgrove Brown we believe in 'thinking differently" when it comes to financial planning. We are one of a handful of chartered financial planners in South Wales, this means you can rely on us to build, manage and protect your wealth.
Any initial meeting is without charge (at our expense) and without obligation.
Our services include:
- Protection - Life cover, Income Protection, Critical Illness, Health Insurance
- Retirement Planning - Pensions, Annuities, Auto Enrolment
- Residential Mortgages - including Equity Release & Home Reversion Plans
- Investments - ISA's, Bonds, Wrap Accounts, OEICs
- Commercial Finance - Mortgages, Factoring, Restructuring, MBOs
- Inheritance Tax Planning - Tax-efficient Gifting, Wills
- Long Term Care - Equity Release, Funding Options, NHS Continuing Care Funding
Our offices are centrally located in Fforestfach, Swansea, or if you prefer, we would be pleased to meet you at the offices of H.R. Harris & Partners.