Cosgrove Brown Financial Planning Limited
www.cosgrovebrown.co.ukWe are chartered financial planners, financial advisers and pension specialists in Swansea, South Wales. We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. But don't just take our word for it! Read an independent overview of our financial services in Financial Adviser Magazine's 'Mystery Shopper' article - on www.cosgrovebrown.co.uk Our advisers have specialties in many fields, especially commercial and re-mortgages, pensions and investments. We provide pensions advice, equity release advice, investment advice and mortgage advice to individuals and businesses across South West Wales. We believe that financial planning is not just about money, nor is it just about numbers, it is about building long term relationships with our clients and listening to what is important to them. All underpinned by qualified, knowledgeable advice. The value of pension and investments can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. The Financial Conduct Authority do not regulate commercial mortgages, inheritance tax planning and auto enrolment. Cosgrove Brown Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
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We are chartered financial planners, financial advisers and pension specialists in Swansea, South Wales. We are very proud of the fact that a large proportion of our new business comes from referrals from satisfied clients. But don't just take our word for it! Read an independent overview of our financial services in Financial Adviser Magazine's 'Mystery Shopper' article - on www.cosgrovebrown.co.uk Our advisers have specialties in many fields, especially commercial and re-mortgages, pensions and investments. We provide pensions advice, equity release advice, investment advice and mortgage advice to individuals and businesses across South West Wales. We believe that financial planning is not just about money, nor is it just about numbers, it is about building long term relationships with our clients and listening to what is important to them. All underpinned by qualified, knowledgeable advice. The value of pension and investments can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. The Financial Conduct Authority do not regulate commercial mortgages, inheritance tax planning and auto enrolment. Cosgrove Brown Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
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