
The Cosgrove Partnership LLP

Financial Planning with You in Mind
Retirement Planning with Cosgrove Partnership
Shape the future you deserve — with clarity, confidence, and expert guidance.
Retirement isn’t just a financial milestone — it’s a personal journey. At The Cosgrove Partnership, we help you turn your ambitions into a clear, achievable plan so you can retire with confidence and enjoy the lifestyle you’ve worked hard for.

Expert Advice You Can Trust
We don’t just offer financial advice — we offer peace of mind.
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We hold the prestigious Chartered Financial Planner status — the gold standard in UK financial planning.
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Our 4.9/5 rating on VouchedFor reflects the trust and satisfaction of clients nationwide.
Tailored to You
No two retirements look the same — and neither should your plan. We take the time to understand your goals, finances, and priorities, whether you’re:
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Approaching retirement and seeking clarity on when you can stop working
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Already retired and wanting to make your money last
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Planning an early or phased retirement
Our advice covers every aspect of retirement planning:
✔ Pension consolidation
✔ Tax efficiency
✔ Sustainable income strategies
✔ Estate and legacy planning

Who Benefits Most from Our Service?
We work with clients across the UK from all walks of life. You may benefit especially if you are:
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In your 40s or 50s and starting to seriously focus on retirement
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In your final working years and want to maximise pension and investment value
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Already retired and seeking reassurance your income will last
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A high earner or senior professional with multiple pensions or complex benefits
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Recently divorced or widowed and reassessing your retirement strategy
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Considering early retirement and balancing lifestyle with long-term security
If you want clarity, confidence, and a clear plan for a financially secure retirement — we’re here to help.

Why Choose The Cosgrove Partnership?
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Nationwide reach – In-person or remote, we’re wherever you need us
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Chartered expertise – Professionalism, integrity, and deep knowledge
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Clear, jargon-free advice – Empowering you to make informed decisions
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Long-term partnership – Regular reviews to keep your plan on track
Secure Your Future Today
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The earlier you start, the more options you’ll have. Whether you’re just beginning to think about retirement or refining an existing plan, we’re here to guide you every step of the way.
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Contact The Cosgrove Partnership today to arrange a no-obligation conversation with one of our advisers.