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.

Ian Brown FPFS

Ian Brown chartered financial plannerIan has worked in the financial services industry for more than 20 years; previously as an adviser and senior manager with Halifax Bank of Scotland (HBOS) before establishing Cosgrove Brown Financial Planning Ltd to ensure clients receive high quality financial advice

Ian is a Fellow of the Personal Finance Society (FPFS).

He is also a Certified Financial Planner, accredited by the Institute of Financial Planning, and a Chartered Financial Planner, accredited by the Chartered Insurance Institute. 

Ian specialises in TrustsInvestments and Retirement Planning & Annuities.  

Professional Qualifications and Examinations

  • Certified Financial Planner, Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • CFP - Financial Planning 
  • AF3 - Pension Planning
  • AF5 - Financial Planning
  • G10 - Advanced tax planning & trusts
  • G60 - Pension planning
  • K10 - Retirement options
  • JO1 - Personal taxation
  • JO2 - Trusts 
  • JO4 - Pension Accumulation
  • JO5 - Pension Decumulation
  • JO6 - Investment principles, markets & risks
  • CF6 - Mortgage advice
  • CF8 - Long Term Care
  • ER1 - Equity Release
  • RO5 - Financial Protection
  • SV1 - Savings & investment
  • RO8 - Pensions Update

Career

  • Senior Client Manager with Halifax Bank of Scotland (2000-2004)
  • Area Manager (2004-2009)
  • Senior Manager, Wealth Planning (2009 - 2011)
  • Established Cosgrove Brown Financial Planning Ltd to ensure clients receive high quality financial advice

 

Specific Skills

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

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

Teresa, Llanelli

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

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

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

Maurice, Swansea, March 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

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

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

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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