Why us
From day one, our focus is on you. Every discussion is designed to bring you closer to a clearer, more confident financial future.
What sets us apart, and how it works for you
Choosing a financial planner is a big decision, so it’s only right that you know exactly what makes us different. At The Cosgrove Partnership, we really and truly put our clients at the heart of everything we do. That means taking the time to understand what matters to you – your life, your goals, and the challenges you may face along the way.
It could be that you’re planning your retirement, supporting family members, or thinking ahead to care costs. No matter the objective, we’ll help you make confident financial decisions that support both your present and your future.
As a team of experienced, independent advisers, we offer advice that’s free from bias and shaped entirely around your needs. Many of us hold Chartered Financial Planner status, a mark of excellence and a reflection of our ongoing commitment to professionalism and integrity.
Our experts take a joined-up approach to planning, considering all aspects of your finances in the context of your wider life. It’s a holistic approach designed to guide you through all life’s peaks and troughs with a firm and steady hand.
Three of our partners have the title Chartered Financial Planner – a mark of excellence and integrity.
Their extensive training and high ethical standards showcase a dedication to providing you with trustworthy and top-tier services.
VouchedFor is the UK’s leading independent review site for financial planners and advisers.
We’re proud to have some fantastic VouchedFor reviews, which showcase the trust and expertise that continue to define us in everything we do for our valued clients.
Getting it right means listening to what our clients want and adapting our services to match.
We’re flexible with how we connect, whether that be visiting you at home, or via Zoom, Teams, phone, or post. Whichever you prefer, we’ll make it work.
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.
