Why talk to our Financial Advisors?
With 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.
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 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).
Mike 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.
Rebecca 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).
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.
Anne 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.
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.
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).
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.