Financial AdviserProfile

Cosgrove Brown Financial Planning Ltd

Public-record profile
Unit 1 Ground Floor, Dragon 24, Penllergaer Business Park, Swansea, SA4 9HJ
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Cosgrove Brown Financial Planning Ltd is listed as a FCA appointed representative in the SA4 9HJ area. Registered at Companies House in 2011. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2011
Type
FCA appointed representative
Company No.
07874385
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

COSGROVE BROWN FINANCIAL PLANNING LTD is active and was incorporated on 7 December 2011.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Unit 1 Ground Floor Dragon 24, Penllergaer Business Park, Swansea, SA4 9HJ, Wales

Authorisations

FCAactive
Reference: 582467
Type: FCA appointed representative
Company no.: 07874385
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
9
Equity
£10,000
Cash
£47,892
Fixed assets
£359,479
Current assets
£53,515
Net current assets/liabilities
£12,611
Charges
2
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BROWN, Ian Andrew
Appointed 7 December 2011
DOB: 3/1964
BROWN, Teresa Ann
Appointed 15 July 2024
DOB: 9/1967

Persons with significant control

Mr Garry Cosgrove
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 9/1955
Ian Andrew Brown
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1964

Recent Filings

2 April 2026
RP01CS01
replacement filing of confirmation statement with made up date
13 March 2026
CH01
change person director company with change date
13 March 2026
PSC04
change to a person with significant control
13 November 2025
CS01
confirmation statement with no updates
23 May 2025
MR04
mortgage satisfy charge full
1 April 2025
AA
accounts with accounts type total exemption full

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Cosgrove Brown Financial Planning Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Cosgrove Brown Financial Planning Ltd at the location shown on the map in Swansea.

Other Financial Advisers in or near Swansea

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.