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Director’s message
Whether you’re looking for help with pensions, auto-enrolment, business protection, employee benefits or business healthcare packages, we aim to be the natural choice for friendly, expert advice on all aspects of financial planning.
We’re committed to providing outstanding customer service coupled with a thorough understanding of the market and pride ourselves on the fact that the majority of our clients have been referred to us through recommendation. Of course, if you would like to discuss anything with us, I urge you to give us a call.
Tony Robinson, Director, Alan Boswell & Company
Protect your employees
We provide a service for your business that helps protect and maintain the welfare of your employees. The most key asset within your organisation is likely to be your staff.
Whether you wish to provide income protection or a comprehensive employee benefits package, we help assess your requirements and provide product and services accordingly.
Protect your business
We help provide advice to allow continuity in your business when changes out of your control affect your business and the key persons in your organisation.
Whether your business needs funds to purchase the shares of a deceased shareholder or cover for if a key person was to die or become seriously ill. We help assess the risks your business could be open to and insure against them.
Employee Benefits
Whether you want to offer pension contributions, life cover or ‘flexible benefits’ like discounts on shopping and eating out, a strong employee benefits package can go a long way in helping your business achieve its goals by keeping your people motivated and feeling appreciated.
Our specialist advisors have access to specific products and services and will tailor an employee benefits package that is as individual as your business.
Business healthcare
We create flexible business healthcare solutions for business and staff. Whatever the size of your company, we will achieve the right healthcare package for your business with our access to bespoke products and services.
Business Protection
As a business owner, you know how important it is that your company continues trading. Our range of business protection products will ensure your business is looked after now, protecting its finances in the future.
Personal financial planning
As well as providing financial advice for your business, we can also deliver a range of products and services to help you with your personal finances.
Talk to our financial advisers
Louise Mitson
Healthcare Adviser
Louise grew up in the city of Norwich and chose to go to University in the beautiful city of York gaining a degree in English…
Adam Revell
Senior Financial Planner
Adam began his working life in financial services at Norwich Union (as it was back in 1997), where he worked as a Life & Pensions…
Dee Myhill
Senior Employee Benefits Consultant
Dee initially completed her A Levels in sport and graphic design, however when considering her career path she decided to join Norwich Union (now Aviva)…
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