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.

Privacy Statement

At Cosgrove Brown Financial Planning Ltd we respect your privacy and the confidentiality of your personal information.

Who are we?

Cosgrove Brown Financial Planning Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited and is part of the Quilter Group of companies. For further details on the companies in our group, please click here.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health.  To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions.

Please write to: 

The Office of Data Protection,

Intrinsic Financial Services,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH

Telephone: 0161 488 3559

 

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

Geff, Newport

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

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

Karen, London

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

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

Maurice, Swansea, March 2017

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

Teresa, Llanelli

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

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

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

Dani & Geoff, Stratford upon Avon

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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