Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Financial Help & Advice

By clicking on any of the links below you are departing from the regulatory site of Cosgrove Brown Financial Planning Ltd. Neither Cosgrove Brown Financial Planning Ltd nor Intrinsic is responsible for the accuracy of the information contained within the linked website.

 

Financial Conduct Authority - www.fca.org.uk

Financial Ombudsman- www.financial-ombudsman.org.uk

Pension Wise - www.pensionwise.gov.uk

Pension Advisory Service - www.pensionsadvisoryservice.org.uk

The Pensions Regulator - www.thepensionsregulator.gov.uk

Chartered Insurance Institute - www.cii.co.uk

The Institute of Financial Planning - www.financialplanning.org.uk

The Personal Finance Society - www.thepfs.org

Money Advice Service - www.moneyadviceservice.org.uk 

Citizens Advice Bureau - www.citizensadvice.org.uk

National Association of Commercial Finance Brokers - www.nacfb.org

Equity Release Council - www.equityreleasecouncil.com

Paying for Care - www.payingforcare.org

Business First Network - www.thebfn.co.uk

 

 

 

 

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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