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Financial Planning with You in Mind

Welcome to The Cosgrove Partnership.

We're a leading Independent Financial Adviser partnership covering the length and breadth of the UK.
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We specialise in bespoke pension, investment and inheritance tax advice.

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Savings & Investment

There are ever increasing numbers of investment solutions available. We take great care to position our client’s investments into the correct areas.

Retirement Planning

Retirement planning is about maximising your income in later years. This should take in your personal circumstances into consideration. We can provide detailed advice following a thorough financial review.

Inheritance tax

We want to assist our clients in preserving as much of their wealth as possible for now and for future generations.

Do You Run Your Own Business?

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.

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We take time to understand your goals, your business, and your personal circumstances before crafting a bespoke financial plan.

Working at home

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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