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Financial Planning Consultants A-Z

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.

Name Role Phone  
Escott, Richard Financial Adviser 01603 218065
Howard, Christopher Financial Adviser 01603 218008
Malt, Jim Financial Adviser 01603 218095
Nuthall, Heidi Mortgage Adviser 01603 218381
Perry, David Financial Adviser 01603 218388
Persinger, Greg Financial Adviser 01603 218062
Pullin, Jill Financial Adviser 01953 458832
Pullin, John Director and Financial Adviser 01603 218020
Revell, Adam Financial Adviser 01603 218048
Robinson, Tony Financial Adviser 01603 218090
Wake, John Financial Adviser 01603 216380
Waldron, Jason Mortgage Adviser 01603 218080
Whitehead, John Director and Financial Adviser 01603 218066
Wilson, Jeff Financial Adviser 01603 218003

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.

Alan Boswell Insurance Brokers Limited, Alan Boswell Insurance Services Limited and Alan Boswell & Company Limited are authorised and regulated by the Financial Services Authority.
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