The natural choice for friendly, expert advice on insurance, risk management and financial services.
As an insurance and financial planning group with nearly 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.
With seven 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 board are satisfied with the growth in turnover and profits during what was an unusual year due to the Covid-19 pandemic. The directors are extremely grateful to the staff of the Group who have mostly worked from home during the year while still providing a quality service to our clients.
During the year many parts of the Group completed office moves. In Norfolk, around 230 staff relocated and are now based at Prospect House, which had been purchased in January 2020. This iconic building gives the Norwich-based staff the space and long-term platform for continued growth. Our office in Boston also relocated to the High Street, providing a more prominent location in the town.
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 31/03/2021 another £340,037 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.
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.