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Recent developments at Alan Boswell Financial Planners

23.04.25

Alan Boswell Group

At Alan Boswell Financial Planners, we’re proud to support our clients with trusted, long-term financial planning. We’re excited to share some recent developments that reflect our continued growth and commitment to delivering an exceptional service.

A strengthened leadership team

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.

While these changes represent an exciting evolution, it’s important to note that Alan Boswell remains very much involved as an owner and continues to serve on the board, helping to guide the business and ensure its values and stability remain unchanged.

Growing our team and future-proofing our service

We’ve welcomed several new faces to our advisory team, including advisers, paraplanners, and technical specialists. Alongside this, we’re proud to see existing team members progressing into new roles. This commitment to growth ensures we remain forward-thinking and well-positioned to support your financial goals for many years to come.

Some of the changes we’ve made are:

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.

“Alan Boswell Financial Planners was an easy choice. Rooted in the community, with a reputation second to none, and being a truly local company. I am thoroughly enjoying working across the Group."

Nicholas Powell

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 tied 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.

“I am excited for the opportunity that I have been given and look forward to working closely with other members of Alan Boswell Group to give clients the best outcomes and helping them achieve their financial goals.”

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."

Oliver 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."

Continued investment

We now manage over £1.4 billion in investments on behalf of our clients - a testament to the trust placed in us. Our strong financial position allows us to continually reinvest in our people, systems, and services to improve the experience we deliver.

When you choose Alan Boswell Financial Planners, you benefit from:

  • The strength and security of a company established over 40 years ago

  • An experienced and expanding advisory team

  • Robust technical and compliance support

  • A client-first approach rooted in integrity and consistency

If you'd like to review your financial plans or have a chat about your portfolio, speak to your adviser or get in touch with the team below.

Speak to us:  01603 967967