Ian Brown Biography

Local presence. National expertise.

Ian Brown FPFS
Ian Brown FPFS
Chartered Financial Planner
Chartered Financial Planner

Ian 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 Trusts, Investments 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

  • Investments
  • Near and post Retirement Planning
  • Protection & Inheritance Tax Planning
  • Pension Schemes & Employee Benefits
  • Capital Enhancement & Capital Protection

The Financial Conduct Authority do not regulate trusts, inheritance tax planning and employee benefits.

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.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation

You can contact us via telephone, email, or use the contact form below:







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