The Cosgrove Partnership LLP
Financial Planning with You in Mind
Financial Planning for Business Owners & Senior Professionals
Strategic Wealth Management for Those Who Lead
Running a business or holding a senior position brings unique financial opportunities — and challenges. Your time is valuable, your finances may be complex, and the decisions you make today can shape your future for decades to come. At The Cosgrove Partnership, we specialise in helping business owners and senior professionals take control of their wealth, protect their assets, and plan with confidence.
Expertise You Can Trust
We hold Chartered Financial Planner status — the highest qualification in our profession — and a 4.9/5 VouchedFor rating, our advice is not only trusted, but consistently recognised for its clarity, professionalism, and integrity.
We work with clients across the UK, offering flexible, discreet, and highly personalised service.
Tailored to You
We take time to understand your goals, your business, and your personal circumstances before crafting a bespoke financial plan. This may include:
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Structuring your income tax-efficiently
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Extracting profits from your business to build personal wealth
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Protecting your business and family with appropriate insurance
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Building and managing investments aligned with your risk profile
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Planning for succession or sale of your business
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Retirement planning, including pension optimisation
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Estate and inheritance tax planning
Who Benefits Most from Our Service?
Our IHT planning is especially valuable for:
Profile
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Company Directors
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Entrepreneurs
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Senior Executives
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Professionals Nearing Retirement
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High Earners
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Family Business Owners
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Business Sellers
Key Needs
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Balancing personal and business finances
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Planning for growth, exit, or succession
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Managing complex remuneration packages
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Securing lifestyle and legacy
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Efficient tax planning and investment management
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Protecting wealth across generations
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Maximising proceeds and post-sale planning
Why Choose The Cosgrove Partnership?
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Discreet & Personal Service – Tailored to senior roles
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Chartered expertise – Trusted, high-calibre advice
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Nationwide Reach – In-person or online, wherever you are
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Joined-Up Thinking – We collaborate with your accountant, solicitor, or other advisers
Take Control of Your Financial Future
Whether you're growing your wealth, protecting your family, or preparing for life after business, we’ll help ensure your plans are robust, tax-efficient, and achievable.
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Contact The Cosgrove Partnership today to arrange a no-obligation conversation with one of our advisers.