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.

Financial Protection for You and Your Family

paper family on a red heartThere are an esitmated 2.5 million people in the UK living with cancer, rising to 4 million by 2030; Coronary heart disease (CHD) is the UK's single biggest killer; Around 1.2 million people in the UK have survived a stroke.

If you became critically ill or suddenly passed away, what would you rather lose - your home or your mortgage?

Choosing the right protection plan can protect your family's lifestyle. What is the value of a parent? 

A Legal & General survey in 2015 estimated that dad's were worth £21,601 and mums £29,535 per year*. Can you afford not to be covered? 

Life Cover Plans  - designed to help provide for your family in the event of your death during the term of the plan.

Critical Illness Plans - which help protect your assets and your family should you suffer a critical illness.

*Income protection plans -  to provide a monthly income if you're unable to work until you return to work or reach your pre-determined retirement date.

Whole life plans - which pay a guaranteed lump sum to your estate when you die.

Why is Financial Protection is important for your family?

 * There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at https://www.moneyadviceservice.org.uk/en

By clicking this link you are now departing from the regulatory site of Cosgrove Brown Financial Planning Ltd. Neither Cosgrove Brown Financial Planning Ltd nor Intrinsic is responsible for the accuracy of the information contained within the linked site.

 

 

 

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

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

James, Swansea

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

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

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 the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

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

Teresa, Llanelli

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

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

Maurice, Swansea, March 2017

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

Karen, London

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

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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