Cosgrove Brown Financial Planning Ltd

Restricted - Whole of Market  Suite 17, Swansea, Swansea, SA5 4DJ
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FCA authorised
Last authorised 28th June 2021
Clear, trusted advice with a professional, personable approach; as Chartered Financial Planners we specialise in all pension and investment needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Ian Brown CFPcm FPFS
Director/Chartered Financial Planner
MR Gary Cosgrove
Director
About us

Welcome to Cosgrove Brown Financial Planning Ltd. We are committed to providing quality and trusted financial advice with an emphasis on understanding your objectives and building personal, lifelong relationships. olutions. Our objective is to build, manage and protect your wealth. Our financial service is approachable and knowledgeable and our focus is on helping you to meet your financial aims. It's the quality of advice which makes us different.

Our services

Cosgrove Brown Financial Planning is a specialist Chartered Financial Planning company covering Wales and the West but with a national client base. our first meeting is without charge or obligation. Our Chartered Financial Planners will be with you every step of the way, understanding your financial needs and providing appropriate solutions.

We offer a wide range of specialist services, including advice on investments, planning for retirement, protection and Inheritance Tax, including all types of pension schemes. Our focus is on both capital enhancement and capital protection. We believe in providing a high quality service, with the emphasis on lifetime relationships.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Commercial mortgages are available by referral only.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Suite 17, Henley House, Fforestfach, Swansea, Swansea, SA5 4DJ

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