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.

Why talk to our Financial Advisors?


Cosgrove Brown Financial Advisors SwanseaWith business finance and financial planning becoming so complex, it is more important than ever to take advice from experts you can trust.

We are able to provide advice where many others simply aren't qualified to do so.

The majority of people who contact a financial adviser are looking for advice on just one aspect of their finances, be it pensions, investments, mortgages or personal insurance.

We can offer you far more than that.

We aim to introduce you to the 'bigger picture' of financial planning for life. We never forget that it is your hard earned money we are looking after. 

 

   Gary Cosgrove                

Gary Cosgrove commercial mortgage adviserGary is our Corporate Lending and Protection Specialist and has worked as an mortgage, protection and business adviser for over 25 years. One of Gary's key objectives is to ensure that you are able to obtain a home (mortgage advice), retain your home in the event of illness or sudden death (protection advice) and maintain your home should something unexpected happen (general insurance advice).

Gary specialises in Residential & Business mortgagesCommercial lending and Protection (Business & Personal insurance services).

You can read Gary's biography here.   Contact Gary                                               

 

Ian Brown FPFS 

Ian Brown independent financial adviserIan has worked in the financial services industry for over 15 years, previously as a Senior Manager with Halifax Bank of Scotland (HBOS) before setting up as a financial adviser. 
Ian is a Fellow of the Personal Finance Society, a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Planner, accredited by the Chartered Insurance Institute. 
Ian specialises in TrustsInvestments and Retirement Planning & Annuities.  
You can read Ian's biography here   Contact Ian  
 

Mike Hassett

Mike photoMike has worked in the Financial Services sector all his career with spells in TSB Bank and most recently Lloyds Bank. As a former Bank Manager, Mike has knowledge in all aspects of Personal Finance, with a strong local involvement in the private, residential Buy to Let market and commercial rental sector, and a track record in property construction, lending and development.

Mike is a commercial lending specialist. He is an associate member of the  Chartered Institute of Bankers.

You can read Mike's biography here; Contact Mike

Rebecca Rees-Squires

Rebecca photoRebecca has worked in the financial services industry for more than 13 years; previously as an adviser with NatWest for both retail and private banking clients, ensuring clients receive high quality financial advice.  

Rebecca is a member of the Chartered Insurance Institute (CII).

Rebecca specialises in Investments, Retirement Planning and Inheritance Tax Planning.

You can read Rebecca's biography here; Contact Rebecca

Daniel Bailey linkedin logo

Dan is a specialist Mortgage Adviser, concentrating on helping First Time Buyer’s (FTB Mortgages) secure a mortgage as well as Remortgages and Buy to Let (BTL mortgages). 

Since joining Cosgrove Brown Financial Planning Ltd, Dan has completed the Chartered Insurance Institute qualification in Mortgages and Protection attaining a Certificate in Mortgage Planning as well as completing R01, R02 and R05 which count towards the Diploma in Regulated Financial Planning. Dan hopes to complete the diploma by the end of 2017.

Contact Dan

 

Anne Dolecki

Anne doleckiAnne is the company's Office Manager and plays a vital part in the administration and smooth-running of the business. Anne will often be your first point of contact and we can assure you that discretion and confidentiality will be maintained at all times when speaking with her.

Anne is fully involved with the coordination and implementation of our office procedures, this helps to ensure the smooth running of your administration when handling your arrangements.

Contact Anne

 

 Rhian Maggs

Rhian is Assistant to the advice team and will be working to help them manage all aspects of the advice process including on-going service levels.

She is a second language Welsh speaker and studied Welsh, English Literature and Law at A level, with Business Studies at AS level, before doing her Welsh second language degree at Swansea University.

Contact Rhian

 

 

Terrie Cousins

Terrie is our Communications Manager, she manages our client and public relations, communications and ensures that any promotional activity - such as this website - is compliant with the Financial Conduct Authority regulations.

Terrie holds Postgraduate Diplomas in Business Management (Chartered Management Institute, CMI) and Marketing (Chartered Institute of Marketing, CIM). 

Contact Terrie

 

 

From 2013, new additional adviser qualifications required advisory firms to continue to give advice. This is known as the Retail Distribution Review. Cosgrove Brown Financial Planning Limited was fully qualified to meet the new requirements. We seek to achieve a fair reward for the work we do. We are not cheap, nor are we expensive, what we are is excellent value for money.

Click here to download the bulletin which explains the new requirements.

Click here  to download the bulletin which explains adviser charging.

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

Geff, Newport

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

Maurice, Swansea, March 2017

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

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

Geff, Newport

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

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

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

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

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

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

Teresa, Llanelli

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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