Our Team of Financial Advisers & Mortgage Advisers
If you know the name of a consultant, please use the list below to find their profile and contact details.
At Alan Boswell & Company Limited the majority of our independent financial advisers are general consultants offering holistic financial planning advice covering investments, pensions, life protection and more. Amongst these general practitioners, are some advisers that specialise in advice to trustees, mortgages, private medical insurance, employee benefits, inheritance tax planning and long term care planning.
We want you to develop a long term relationship with your financial adviser, based around trust and unparalleled service. The independent financial advice that each consultant offers is backed up by an administration and research team which, amongst other things, deals with submissions to product providers, production of regular investment portfolio valuations and analysis of fund performance.