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.

If you value it – protect it

Choosing the right type of protection and level of cover for you and your family, is crucial. You may be confident with the terminology and know the differences between life insurance, critical illness cover, income protection and home insurance, but it’s sometimes tricky to tell, especially when they’re all wrapped up in the blanket term ‘protection’.

Don’t let the jargon put you off

Regard protection insurance as something that safeguards everything that is important in your world: your health, your life, your home and your job. If you have a partner or

dependants, these are obviously a top priority too. Having the confidence to know that everything you hold dear is protected is a good place to be.

We’ve got your back

We can help you understand the value of each type of insurance protection and find affordable cover, so you can rest assured you are selecting suitable policies to secure your financial future.

Find our more in our Guide to Our Protection Services.

Life Cover Plans  - designed to help provide for your family in the event of your death during the term of the plan.

Critical Illness Plans - which help protect your assets and your family should you suffer a critical illness.

*Income protection Plans -  to provide a monthly income if you're unable to work until you return to work or reach your pre-determined retirement date.

Whole life Planswhich pay a guaranteed lump sum to your estate when you die.

 * There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at https://www.moneyadviceservice.org.uk/en

By clicking this link you are now 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 site.

 

 

 

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

Maurice, Swansea, March 2017

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

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

Teresa, Llanelli

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

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

James, Swansea

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

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

Karen, London

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

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

Geff, Newport

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

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 2018

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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