Cosgrove Brown Financial Planning Ltd

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Daniel John Jones Bailey
IRN DXB00193
- Employed By (3 Feb 2022 to 29 Feb 2024)
Gary Cosgrove
IRN GDC01064
- Employed By (18 Jun 2012 to 24 Jul 2023)
Ian Brown
IRN IAB00020
- Employed By (since 15 Jun 2012)
Jeremy Nigel Holt
IRN JNH00003
- Employed By (20 Nov 2015 to 25 Feb 2016)
Rachel Penney
IRN RXP00788
- Employed By (since 16 Mar 2026)
Rebecca Jane Rees-Squires
IRN RJR01092
- Employed By (3 Aug 2016 to 13 Sep 2019)
Teresa Ann Brown
IRN TXB00578
- Employed By (since 10 Jul 2024)

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.