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.

Ian Brown FPFS

Ian Brown chartered financial plannerIan has worked in the financial services industry for more than 13 years; previously as an adviser and senior manager with Halifax Bank of Scotland (HBOS) before establishing Cosgrove Brown Financial Planning Ltd to ensure clients receive high quality financial advice

Ian is a Fellow of the Personal Finance Society (FPFS).

He is also a Certified Financial Planner, accredited by the Institute of Financial Planning, and a Chartered Financial Planner, accredited by the Chartered Insurance Institute. 

Ian specialises in TrustsInvestments and Retirement Planning & Annuities.  

Professional Qualifications and Examinations

  • Certified Financial Planner, Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • CFP - Financial Planning 
  • AF3 - Pension Planning
  • AF5 - Financial Planning
  • G10 - Advanced tax planning & trusts
  • G60 - Pension planning
  • K10 - Retirement options
  • JO1 - Personal taxation
  • JO2 - Trusts 
  • JO4 - Pension Accumulation
  • JO5 - Pension Decumulation
  • JO6 - Investment principles, markets & risks
  • CF6 - Mortgage advice
  • CF8 - Long Term Care
  • ER1 - Equity Release
  • RO5 - Financial Protection
  • SV1 - Savings & investment
  • RO8 - Pensions Update

Career

  • Senior Client Manager with Halifax Bank of Scotland (2000-2004)
  • Area Manager (2004-2009)
  • Senior Manager, Wealth Planning (2009 - 2011)
  • Established Cosgrove Brown Financial Planning Ltd to ensure clients receive high quality financial advice

 

Specific Skills

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

Dani & Geoff, Stratford upon Avon

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

Geff, Newport

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

Karen, London

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

Maurice, Swansea, March 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

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

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

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

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

James, 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

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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