About me

My professional life

I’ve been advising clients for over 30 years.

In this time, I’ve continuously expanded my knowledge and experience, helping clients from various walks of life and helping create financial solutions built specifically for them.

While I’m happy to work with people at various stages of their life, my specialities remain in advising clients who are: within 10 years of retirement; transitioning into retirement; or already retired and in their later life.

As an independent and Chartered financial planner, I’m able to source truly bespoke solutions for my clients, thereby ensuring they can live the life they want while maintaining their long-term financial security.

The Cosgrove Partnership

I’m a partner at the Cosgrove Partnership LLP, a firm of independent financial adviser based in Milton Keynes which is authorised and regulated by the Financial Conduct Authority.

The Partnership was originally founded in 2007: the result of an amalgamation of individuals who shared a common purpose in how best to deliver bespoke financial planning solutions. They’re a firm who specialises in bespoke pension, investment and inheritance tax advice.

To learn more about The Cosgrove Partnership, please click here.

Qualifications

  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Award in Pensions Update
  • Certificate in Mortgage Advice
  • Award in Long Term Care Insurance

My personal life

While I absolutely love the work I do, I still value my spare time. When not working, I try to spend as much time as possible with my family and friends.

My biggest passions in life outside of my family and work are music and football. There is no better feeling than seeing music live, and I regularly head off to music shows and festivals. At weekends, you can usually find me watching Kettering Town FC, often sending my heart rate to a higher than healthy heart rate.

As well as watching football, I also coach a children’s football team, which is one of the most rewarding things that I’ve ever done.

Likes

  • The Great Outdoors when the sun is shining
  • Campervans & scooters
  • Vinyl records
  • Being busy
  • Real ale

Dislikes

  • Dishonesty
  • Being too busy
  • Wasting money on things I don’t really need
  • Exercise
  • Compact discs

Reviews and Ratings for Financial adviser Matthew Brooks, Milton-Keynes
 
 
 
 
 
 
 

Find out more about Matthew

On an ideal weekend, you can find me:

Outside somewhere

My favourite holiday destination is:

This changes all the time and depends on the weather

My favourite song to play in the car is:

Marvin Gaye’s ‘What’s Going On’ or The Who’s ‘Quadrophenia’

The first album I bought was:

Madness One Step Beyond

If I could be any fictional character, I would be:

Marty McFly, as he can travel through time. I would have chosen Dr Who, but he/she can’t ride a skateboard

If I could turn any activity into an Olympic sport, I would win a medal in:

Eating and drinking with family and friends

When the dessert menu arrives, I’m looking for:

Cheese and biscuits, or the bill

The three qualities that draw me to new people are:

Being happy, modest and honest

My pet peeve is:

Technology that doesn’t work, especially when it was fine an hour ago and I haven’t changed anything since.

The best gift I’ve ever received is:

A 1960’s jukebox