Our secure personal finance portal allows you to view up-to-date values of your plans, update us with changes to your circumstances, and complete your risk profile questionnaire for tailored financial planning services.
Use this link to electronically sign our Guide to Our Services document, which outlines our financial planning services. Once completed, the form will be emailed directly to us and sent to you as well, along with access to your personal finance portal and a link to the risk profile questionnaire.
If you have been asked to complete a risk profile questionnaire for our financial planning services, please use this link. You will be directed to our personal finance portal where you can fill out the form, and the results will be sent directly to us.
Client Newsletter January 2026 (pdf)
DownloadCopyright © 2026 Ben Lancaster - Chartered Financial Planner - All Rights Reserved.
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. Past performance is not necessarily a guide to future investment returns. Investments may fall as well as rise in value and you may not get back what you put in. The Financial Conduct Authority regulates investment, protection and mortgage advice but may not regulate other services we provide, such as tax planning, cashflow modelling and trust planning.
We use cookies to analyse website traffic and optimise your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.