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 one of the largest independent insurance brokers in the UK, with eight offices and 400 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 20.4% to £36,836,478 for the year to 31/03/2023. 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 increased to 397 (2022: 348).
During the year the Group bought two other companies, which explains the higher than usual growth rate seen. Glemham Underwriting Limited joined the Group in July 2022, bringing with it a wealth of knowledge and experience in wholesale insurance broking. ARW Wealth Managers Limited joined the Group in December 2022, further bolstering the size and skillset of the Group’s financial advisory departments.
The trade assets and liabilities of S-Tech Insurance Services Ltd were transferred into Alan Boswell Insurance Brokers Ltd at the start of the year, following a process seen over the last few years of simplifying and clarifying our corporate structure.
In January 2023 our Boston office moved to a new premises which is more suited for an office environment. In September 2023 our Bury office moved to larger premises nearer the centre of 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 31/03/2023, another £656,532 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 £2,000,000.
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.