Recent developments at Alan Boswell Financial Planners
As part of our long-term planning, Tony Robinson and Sally Key have recently become part-owners of the business. Tony and Sally have been critical to the evolution of the firm and have been with Alan Boswell Financial Planners for 22 and 14 years, respectively, previously as Associate Directors before progressing to Directors in 2022.
Duncan Baker joins the team in a Senior Financial Executive role. Having previously qualified as a Chartered Accountant and worked as a Finance Director, he went on to serve in Parliament from 2019 - 2024. Duncan is currently studying his CII exams to progress into a Financial Adviser role.
"After public life, and with a long finance background before Parliament, pivoting to working in financial services felt like a very natural step. I wanted to combine my skills, using my accountancy background and wider life experiences to still help people with what is potentially some of most important steps they will take – planning for their financial future and security.
Nicholas Powell has been promoted to the Advisory Team after four years experience in Technical Planning roles:
"I started with Alan Boswell Financial Planners in October 2023, having previously worked for a restricted financial advice firm for five years. I have worked my way through various roles within the industry; starting as an Apprentice Financial Administrator in 2018, to now progressing onto my long-term career aspiration of becoming a Financial Adviser.
Jak Smythe has progressed to a hybrid administrator/paraplanner role.
“I joined Alan Boswell Financial Planners as a graduate Financial Planner Assistant in 2022, just one week after finishing my Master's in physics. I quickly found my feet and picked up a textbook again to study for my CII Diploma.
Having moved around the department, working with different advisers, I have gained knowledge in multiple areas of the industry. This, and the analytical skills I learnt from my Master's, have allowed me to begin expanding my skillset which will help with the transition into my new role. I look forward to experiencing a new area within the business."
Ollie Whittaker has also progressed to a hybrid administrator/paraplanner role.
"I started at Alan Boswell Financial Planners straight out of school at 18, having wanted to join the world of finance. I have been with the company for just over three years and am in the final stages of completing my CII Diploma.
I've worked closely with Sally and Tony in preparation for my new role, developing my skills and attention to detail. I'm looking forward to starting in my new role and taking the opportunity for personal growth and development."