Cosgrove Brown Financial Planning Ltd

Independent Suite 17, Henley House, Fforestfach, Swansea, Swansea, SA5 4DJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ian Brown CFPcm FPFS
Director/Chartered Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Gary Cosgrove
Director
Rebecca Rees-Squires
Financial Planner
What our clients say
Thank you for a professional service, the focus was clearly on my needs and giving value for money, nothing was too much trouble
Mr F, Essex
Ian took the time to understand my circumstances and my financial needs, the advice he gave me was clear and easy to understand, he made it all very straightfroward.
Mr B, Langland
The written report I received was clear and easy to understand, I've already recommended Cosgrove Brown to friends
Mr M, Swansea
Where to find us

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

Make an enquiry
About us

We are committed to quality financial advice with an emphasis on understanding your objectives before we offer solutions. We want to build an ongoing relationship with you, and where necessary help you make any adjustments to ensure your objectives stay on track. We want to use technology wherever possible to allow you to keep up to date with your arrangements, stay in contact with us and to help us provide you with great service. Our objective is to build, manage and protect your wealth.

Our services

Cosgrove Brown is a specialist Chartered Financial Planning company covering the South Wales area but with a national client base. We build personal, lifelong relationships underpinned by honest, highly qualified advice. Your first meeting is without charge or obligation.

We offer a wide range of specialist services, including advice on investments, planning for retirement, commercial borrowing, equity release, 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 building long-term relationships with our clients.

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