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

 

 

 

 

 

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

We would just like to thank Dan for all his hard work on this, less than simple, purchase. From the very beginning of this project Dan has shown great professionalism, excellent market knowledge and delivered customer service far exceeding any reasonable expectations!

C. Windsor, March 2019

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

Dani & Geoff, Stratford upon Avon

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

James, Swansea

My mortgage needs were not simple to deal with, but Dan’s knowledge and experience really shone through. He was professional in his dealings with me and explained everything to me in a clear and concise way, ensuring I fully understood the mortgage product I purchased.

P Davies,September 2019

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

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

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

Karen, London

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

The service at Cosgrove Brown really has been first class. Not only was Dan, the Mortgage Broker friendly and relaxed, nothing was too much trouble for him. He seemed to go above and beyond in helping where he could. He really took a lot of pressure off me in what couldve been a really stressful time. I would 100% recommend Cosgrove Brown, the service was exceptional and really good value for money too.

H McGillivray, February 2020

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

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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