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.

Why talk to our Financial Advisors?

With business finance and financial planning becoming so complex, it is more important than ever to take advice from experts you can trust. We are able to provide advice where many others simply aren't qualified to do so.

The majority of people who contact a financial adviser are looking for advice on just one aspect of their finances, be it pensions, investments, mortgages or personal insurance.  We can offer you far more than that.

We aim to introduce you to the 'bigger picture' of financial planning for life. By working in conjunction with other professionals, such as solicitors and accountants, we are also well-placed to offer clients help and guidance on matters such as will planning and individual tax planning, offering a complete and fully-integrated approach to financial planning. 

Meet Our Team

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Gary Cosgrove                                   Ian Brown FPFS                               Rebecca Rees Squires

Commercial Lending                           Chartered Financial Planner               Chartered Financial Adviser

Read Gary's biography here.              Read Ian's biography here               Read Rebecca's biography here;

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Mike Hassett                                           Daniel Bailey                                       Sam Morgan

Lending & Mortgage Adviser                   Specialist Mortgage Adviser                  Trainee Adviser

Read Mike's biography here;                   Read Dan's biography here;

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Anne Dolecki                                Rhian Maggs                                           Shante Baron

Office Manager                              Financial Planning Assistant                      Mortgage Assistant

 

 

 

 

 

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

Louise, Swansea

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

Teresa, Llanelli

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

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

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

Dani & Geoff, Stratford upon Avon

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

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

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

Geff, Newport

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

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

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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