Financial planning that puts your future first

Your goals are our priority. As independent financial planners, we offer clear, expert advice shaped around your life and what you want to achieve. We have planners based around the UK to help clients nationwide.

With your finances taken care of, you can enjoy today, knowing tomorrow is in safe hands.

Why us

It’s all about you

Whatever stage you’re at in life, let’s have a chat about how we can help you plan for a brighter future.

Thinking about life beyond work? Let’s make sure your finances are in order so you can enjoy the next chapter.

Take me there

Embracing your well-earned freedom? We’ll help you manage your wealth, so you can live life to the fullest.

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Looking ahead to later life? Our specialists can help you ensure you leave a lasting and meaningful legacy.

Take me there

Growing your business or in a high-level position? Let us help you keep on top of your personal finances too.

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Kind words from real clients

We’re proud of the service we provide, but don’t just take our word for it. Here’s what our clients have to say.

Already retired

David & Sue

We feel confident about our financial future thanks to Matthew and his advice

Nearing retirement

Robert O’Connell

Matt produced a bespoke financial plan, tailored to our wants and needs for the future

Nearing retirement

Don and Janette

It feels amazing to enjoy life now, knowing our family’s future is secure.

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Hear from our happy clients

We are so grateful for the financial security we have enjoyed since Cosgrove took over our investment interests some number of years ago now. The professional personal support and advice from Gary Cooke has been of immense value to us.

— John and Cilla Pudney, clients of Gary Cooke

During the last 12 years we have dealt with Graham Russell IFA of the 'Cosgrove Partnership'. We have received concise, friendly and professional advice and our funds have grown over this time. This advice has been tailored to our specific needs and has not been dependant on fees payable. We are happy with the service received and would recommend Graham.

— John and Heather Baker, a client of Graham Russell

We have been clients of Matthew Brooks for many years. During this time Matthew has provided excellent advice and service. Matthew always explains in detail our Investment Portfolio and always reacts to any changes in the financial situation if required. We are very confident in Matthew and the service he provides.

— Brian & Monica Foster, a client of Matthew Brooks

The outcomes that I have had over the years that I have been under Ben's stewardship, have far outstripped any ambitions that I had set initially in terms of personal net worth. With my investment pot still worth more than my initial investment, even after two years of drawdowns and the fulfilment of some of mine and my family's dreams.

— Damian & Jackie Sweeney, clients of Ben Lancaster

We have been clients of Chris Ireland for many years During this time Chris has provided excellent advice. He has always explained in detail our investments and potential risks to those investments. We would certainly recommend Chris to anyone seeking a Financial Adviser.

— Robert Haycocks, a client of Chris Ireland

What makes us tick

If you’re seeking advisers passionate about making a genuine difference in their clients’ lives, you’re in the right place. We take the time to really get to know you, so we can offer guidance that helps you feel confident about your financial future.

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Here to help you, together

Trusting someone else to handle your finances is a big decision. With us, you’ll receive professional, tailored guidance with your best interests at heart.