Cosgrove Brown Financial Planning Ltd

Independent Financial Adviser Suite 17, Henley House, Fforestfach, Swansea, Swansea, SA5 4DJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
24th June 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
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Estate planning
    • Taxation planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Ian Brown CFPcm FPFS
Director/Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Gary Cosgrove
Director
Rebecca Rees-Squires
Financial Planner
What our clients say
The written report I received was clear and easy to understand, I've already recommended Cosgrove Brown to friends
Mr M, Swansea
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
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
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Cosgrove Brown Financial Planning Ltd is an appointed representative of Intrinsic Financial Planning Limited & Intrinsic Mortgage Planning Ltd who are authourised and regulated by the Financial Conduct Authority.

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