Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

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.

Job Vacancies - Advisers

Are you a Financial Services Advises qualified to QCF Level 4 or a qualified mortgage adviser recently made redundant by your bank or just unhappy where you are?

Why not talk to us… Cosgrove Brown Financial Planning Ltd are a firm of Chartered Financial Planners based in Swansea enjoying fast organic growth as a result of client recommendation, professional connections and a well organised marketing strategy.

We are now in a position to recruit financial planners and mortgage advisers to our team of professionals, and are seeking an individual who is client focused, appropriately qualified and keen to join a firm who are ambitious in their outlook.

Our client proposition is built on great service and regular contact, keeping them well informed of what’s going on which helps to give clients the confidence that they are with the right financial planning practice.

If you are interested in joining a firm where you can develop your client bank, enjoy great administrative support, be encouraged and supported to attain your Chartered Financial Planner qualification and deliver great service to new and your existing clients we would be keen to hear from you.

In the first instance why not get in touch and arrange to meet with Ian Brown at our office so we can discuss things further.

Professional Partners

As Chartered Financial Planners we want to provide a complete and professional service to our clients. Sometimes we have clients who require more than financial advice and we have developed working relationships with other professionals advisers, such as solicitors and accountants, to help them achieve their financial aspirations.

Similarly, many of these professionals find it beneficial to refer their clients to us for financial advice. We are happy to work with like-minded individuals to provide the best service for the client.

We regularly work with:

  • Lawyers and barristers
  • Accountants
  • Tax advisers

We work with a bespoke number of professional business partners to help their clients and we are pleased to recommend their services to our clients.

H R Harris accountants swansea logoH.R. Harris & Partners

Everyone wants to pay less tax. With over 30 years in the Accountancy profession, H.R.Harris's clientele enjoy the benefits of their vast experience and personal service; they take the confusion and frustration out of handling your tax affairs and help find ways to improve your business performance.

 They can provide the following services:

  • Taxation (Corporate and Personal)
  • Preparation of Accounts (Final and Management)
  • Audit of Financial statements (Private Companies, PLC's, Charities, etc.)
  • Business Plans, cash flow projections, budgets and trading forecasts
  • Payroll Bureau
  • Bookkeeping and VAT
  • Insolvency and Recovery
  • Company formations

Careful tax planning will help reduce your liabilities, structure your business efficiently and make the most of your personal allowances. H.R. Harris can look for cost and profit enhancements in your business, improving on revenue and helping you plan for future finance needs.  They offer a FREE initial consultation to assess your present state of affairs and your future needs.

Their city centre office has ample free parking for your convenience or, if you prefer, you can meet with one of their specialist advisers at our offices. We believe that H.R. Harris & Partners are the accountants to champion your cause and provide you with the maximum benefit for the minimum outlay.

If you would like us to arrange an appointment for you, then please call us on 01792 583607 or email the office.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited do not endorse this firm and the services offered by them are not regulated by the FCA

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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