Cosgrove Brown Financial Planning Limited - Chartered Financial Planners

First class annual review conducted with Ian from Cosgrove & Brown. Strong metric review for the last 12 months performance combined with excellent analysis of the global financial market and where best my investments are likely to perform in 2026/27. Action notes reviewed as always from previous meeting and a gentle nudge provided with follow up actions put in place ….. thank you. Inheritance Tax and potential implications invaluable ……all I need to do now is move it forward !! Exceptional knowledge and easy to understand explanations provided to my questions Thank you again Ian, I appreciate your patience Ian. Simon C.

I wanted a service that made me feel confident in what was happening with my future finances and my family being cared for. What I got, was literally like an extended family. Cosgrove Brown made me feel so relaxed and part of their team. Communication no matter what I asked, was never too much trouble and was always addressed in the most professional but understanding way. Having been part of this service for many years, through Covid, through redundancy, through hard Financial Times where harsh decisions have needed to be made around my funds, Cosgrove Brown have been there with excellent advice and support. I would not hesitate to recommend their services to anyone. Total Quality.

We recently used Cosgrove Brown for advise on pensions. Ian and Rhian were both very knowledgeable and talked us through various options, carefully explaining the details. They were extremely professional but very easy to talk to. They sorted things very quickly for us. I have no hesitation in recommending their services, they were a pleasure to deal with, thank you

I’ve had excellent experience with Cosgrove Brown over the last few years. I find them to be professional, knowledgeable, and I think they genuinely care about helping their clients reach their financial goals. They have helped me with, Pensions, insurance, wills, Isas and a Mortgage. It’s very reassuring getting expert help on this kind of stuff. Knowing Ian and the team are taking care of financial business for me and my family gives me enormous piece of mind. I would definitely recommend.

I am delighted to provide this review of Cosgrove & Brown Financial Planning Limited, Swansea, who have supported me with exceptional financial advice and guidance over recent years. Their professionalism, expertise, and genuine care for their clients set them apart in every way. From the very first meeting, Ian and the financial advisors at Cosgrove & Brown took the time to fully understand my personal and Liquitherm Technologies Group's business circumstances, long-term goals, and attitude toward risk. Their advice around pensions, investment and wealth management has always been clear, comprehensive, and perfectly tailored to my needs. Every recommendation is explained in plain English, with complete transparency and a focus on achieving the best outcomes. What truly distinguishes Cosgrove & Brown is their personal approach and attention to detail. They are always approachable, quick to respond, and take a genuine interest in helping me make informed and confident financial decisions. Their ongoing support and regular reviews have given me great peace of mind, knowing that my finances are being managed with care and diligence. Thanks to their guidance, I now have a clear and structured plan, along with an investment strategy that gives me both security and growth potential. I would not hesitate to recommend Cosgrove & Brown Financial Planning Limited to anyone seeking trusted, knowledgeable, and client-focused financial advice. Stephen Hickson, CEO – Liquitherm Technologies Group Limited

We've recently had advice with regards to investments, pensions & retirement planning. Both my wife and I will be recommending Cosgrove Brown Financial Planning to our friends. Thank you.

Grateful for your guidance. I Highly recommend Cosgrove Brown Financial Planning. Ieuan Williams has been excellent, always available and quick to answer. From the beginning he has shown exemplary professionalism in handling my loan. I sincerely appreciate your help.