About us
Introducing a warm, approachable team who take the time to really get to know you. With top professional qualifications and years of experience, we offer trusted, expert advice specific to your situation.
A lifelong commitment to your long-term success
Since 2007, The Cosgrove Partnership has been helping clients across the UK to make confident financial decisions. Our team of highly qualified financial advisers – along with our fantastic support staff – bring decades of experience, offering expert advice with a personal touch.
Over the years, we’ve built genuine and long-lasting relationships with our clients. You’ll always speak directly with one of us – never a call centre or an unfamiliar face. Our personal, responsive service has helped us maintain strong client loyalty, guiding them through all stages of their lives, from retirement planning to generational wealth management.
We offer the continuity that large corporate firms can’t match. Matt and Graham are committed to supporting clients for the long term, while Ben Lancaster, in his 30’s, has already established a strong reputation and has a long career of advising clients ahead of him. This gives our clients peace of mind knowing they have a trusted partner for life – whether they’re retiring soon or decades from now.
The Cosgrove Partnership in numbers
18
Years of dedicated client care
386
Client households supported and advised
£ 200 million
Assets under our care
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.
Here to help you, together
Trusting someone else to handle your money matters is a big decision. With us, you’ll receive professional, tailored guidance with your best interests at heart.
