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Financial Planning with You in Mind

Investment Planning with Cosgrove Partnership

Smart decisions. Tailored strategies. Long-term success.

Successful investing isn’t about chasing trends — it’s about building a plan that reflects your goals, your values, and your tolerance for risk. At The Cosgrove Partnership, we help you make informed decisions, so your money works as hard as you do.

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Expert Advice You Can Trust

We hold Chartered Financial Planner status, so we deliver advice that meets the highest professional standards. Our 4.9/5 rating on VouchedFor speaks to the trust we’ve earned from clients across the UK.

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We don’t speculate. We take a disciplined, evidence-based approach to investing — ensuring your portfolio is built on solid foundations and aligned with your long-term objectives.

A Bespoke Approach to Your Wealth

Your financial journey is unique. That’s why we take the time to understand your goals, timeframes, and attitude to risk before crafting a tailored investment strategy. This may include:

 

  • Diversified portfolios across asset classes and global markets
     

  • Tax-efficient investing via ISAs, pensions, and other wrappers
     

  • Ethical, sustainable, or ESG-focused investment options
     

  • Regular reviews to keep your strategy aligned with life’s changes

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Who Benefits Most from Our Service?

Our investment planning is ideal for individuals who may fit some or all of the following criteria:

Profile

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  • Professionals & business owners

  • Goal-driven savers

  • Cash-rich individuals

  • Existing investors

  • Values-based investors

  • Inheritors of wealth

  • Retirees or near-retirees

Investment Need

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  • Grow wealth outside your business

  • Fund property, education, or retirement

  • Put idle savings to work

  • Improve structure, performance, or efficiency

  • Align investments with ethical priorities

  • Invest wisely for future generations

  • Balance income and growth in later life

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Why Choose The Cosgrove Partnership?

  • Nationwide reach – Serving clients across the UK, in person or online

  • Chartered expertise – Advice that meets the highest professional standard

  • Clear communication  – Jargon-free guidance to help you make confident choices

  • Ongoing partnership – We monitor and adjust your plan as markets and your life evolve

Secure Your Future Today

  • Whether you’re a seasoned investor or just starting out, our role is to help you navigate your options and invest in a way that feels right for you.

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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

0330 043 2609

Click here to email us.

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

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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

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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.

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Registered in England & Wales under reference OC382849.

 

Registered office address: As company address.

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