The natural choice for friendly, expert advice on insurance, risk management and financial services.
As an insurance and financial planning group with 40 years’ experience, our longevity and reputation are the result of doing things a little differently – of going the extra mile for you, for our people and for our communities.
As an independent insurance broker, ranked within the top 15 in the UK, with eight offices and more than 350 members of staff, we’re ideally placed to ensure you and your business receive expert advice whenever you need it.
As well as arranging both personal and commercial insurance, we have an ever-evolving portfolio of added-value services, including underwriting, claims handling, loss assessment, risk management, specialist equipment inspection and health and safety consultation.
Our financial planning teams can also provide ongoing advice and support on a range of employee benefits for businesses – while our personal finance experts can give guidance on your savings and investments, protection or retirement plans.
Whether you use our services in isolation or as part of a package, you are guaranteed to receive the same high standards, every time.
These pages will guide you through how we work and introduce the people committed to providing expert advice, presenting our ever-evolving range of products and services along the way.
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I’m pleased to report that we’ve had another successful year. It’s a testament to our teams that we’re both an award-winning and a growing business. Customer service is at the heart of what we do, whether it’s insurance or financial planning, and our positive results reflect that.
Alan Boswell, Group Chairman
The Group’s turnover increased by 14.2% to £30,597,756 while profits increased by 66.2% to £5,257,911. The board are satisfied with the growth in turnover and profits. The directors are extremely grateful to the staff of the Group who continue to provide a quality service to our clients. The average number of employees remained steady at 348 (2021 was 352).
At the start of the financial year, the corporate structure of the Group was simplified with the trade, assets, and liabilities of both Alan Boswell Insurance Management Ltd and Alan Boswell Insurance Advisers Ltd being transferred to Alan Boswell Insurance Brokers Ltd. This change was done to simplify the structure, improve efficiencies, and to improve clarity for clients and other stakeholders within our general insurance divisions.
A substantial investment in our offices and in IT hardware has been made in the year (predominately off the back of the office moves). A total of £499,417 of investment can been seen in the fixed asset note.
We remain committed to providing our clients with an ever-growing range of services and skills. Our aim is to deliver an exceptional level of service and we are grateful to our highly committed and professional staff for their contribution towards achieving this.
The Group continued to make significant donations to the Alan Boswell Group Charitable Trust. In the year to 31/03/2022 another £605,250 was donated to charity. This was an increase on the prior year and affirms the commitment the company has to making a positive contribution to our local communities. The total donated by our Charitable Trust at the time of the signing of this report stands at over £1,300,000.
Our reputation and status as one of the UK’s largest independent insurance brokers and financial planning groups is maintained by our people.
From our graduates and apprentices to our directors and specialists, we ensure that we attract and retain the best and brightest talent.
We look after our people by providing a friendly, professional environment in which they feel valued and supported.
We encourage them to train, develop and grow with us. We do this so they can put their expertise, experience and enthusiasm into looking after you.
Pride: We are passionate in what we do and are proud of our reputation.
Integrity and honesty: We respect and trust all, act responsibly and behave ethically, with professional integrity.
Our service: We make an effort to understand our customers, enabling us to add value and provide a superior service.
Working together: We are working together towards a common goal and take ownership and accountability for the role we fulfil.
Achieving results: We aim for success in everything we do.
Creativity: We continually work towards improving and developing what we do to optimise growth and build on our successes.