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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.

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Expert Advice You Can Trust

We don’t just offer financial advice — we offer peace of mind.

 

  • We hold the prestigious Chartered Financial Planner status — the gold standard in UK financial planning.

 

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:

 

  • Approaching retirement and seeking clarity on when you can stop working

  • Already retired and wanting to make your money last

  • 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

Financial Consultation

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:

  • In your 40s or 50s and starting to seriously focus on retirement

  • In your final working years and want to maximise pension and investment value

  • Already retired and seeking reassurance your income will last

  • A high earner or senior professional with multiple pensions or complex benefits

  • Recently divorced or widowed and reassessing your retirement strategy

  • 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.

Beach Day

Why Choose The Cosgrove Partnership?

  • Nationwide reach – In-person or remote, we’re wherever you need us

  • Chartered expertise – Professionalism, integrity, and deep knowledge

  • Clear, jargon-free advice – Empowering you to make informed decisions

  • Long-term partnership – Regular reviews to keep your plan on track

Secure Your Future Today

  • 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.
     

  • Contact The Cosgrove Partnership today to arrange a no-obligation conversation with one of our advisers.

WHAT PEOPLE SAY

John and Cilla Pudney

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"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"

The Cosgrove Partnership LLP

Midsummer Court

Midsummer Boulevard

Milton Keynes

MK9 2UB

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction, then we are obliged to offer you the Financial Ombudsman Service to help resolve this. You can find full details at:

http://financial-ombudsman.org.uk

The Cosgrove Partnership LLP is authorised and regulated by The Financial Conduct Authority. The Cosgrove Partnership LLP is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 613533.

Registered in England & Wales under reference OC382849.

 

Registered office address: As company address.

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