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.

Rebecca Rees-Squires

Rebecca is a Chartered Financial Planner and has worked in the financial services industry for more than 17 years; previously as an adviser with NatWest for both retail and private banking clients, ensuring clients receive high quality financial advice. Prior to this Rebecca studied Economics and Marketing at Aberystwyth University and achieved a 2:1 honours degree. Rebecca is a member of the Chartered Insurance Institute (CII)

Professional Qualifications and Examinations

  • Member of the Chartered Insurance Institute
  • G10 - Advanced tax planning & trusts
  • G20 – Personal Investment Planning
  • H15 – Supervision and sales management
  • JO2 - Trusts 
  • RO5 - Financial Protection
  • CF2 – Investment & Risk
  • FPC1 – Financial Services and their regulation
  • FPC 2 – Protection, Savings and Investment Products
  • FPC 3 – Identifying and satisfying client needs
  • AF5 - Financial Planning
  • CF8 - Long Term Care

Career

  • Financial Adviser with NatWest (2003-2016)
  • Joined 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

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

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

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

Teresa, Llanelli

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

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

Karen, London

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

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

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

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

James, 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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