Rachel Penney Biography

Local presence. National expertise.

Rachel Penney
Rachel Penney
Admin Assistant
Rachel started working at Cosgrove Brown Financial Planning Limited in her second year of university. She graduated with a First class degree in Accounting & Finance from Swansea University then joined us fulltime. Rachel is currently studying for further professional exams and has passed RO1 Regulation and Ethics.

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 and tax efficient investments. The first meeting is at our expense and without any obligation.

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