Senior Financial Planner David Perry retires this month, after 16 years at Alan Boswell & Company (ABCO).
David joined ABCO in 2007 following an extensive career as a broker consultant and worked for the Clerical Medical’s National Account team, looking after a portfolio of national IFAs. David has also tenured as the Chairman of the Eastern Region Professional Finance Society and is diploma-qualified with the CII. At ABCO, he specialised in corporate pension and protection planning and provided bespoke advice to personal clients. David has always been passionate about succession planning and took an active role in helping IFAs and his team to develop while in his role at ABCO.
Of his time at ABCO, David said,
I have had a fantastic time at ABCO and over the years have made many lifelong friends of both colleagues and clients. It feels like having a second family, and although sad to be going, I am happy that my clients will be well looked after by a great team.
Personally, I am looking forward to an exciting new chapter in my life filled with time with our grandchildren, travel and more umpiring in the Norfolk Alliance cricket league in the summer months, together with a few more days at the test matches.
Thank you to all at Alan Boswell Group and I wish you all the very best for the future.
Tony Robinson, Director of ABCO, said,
David will be sorely missed from our team. He has always had tremendous empathy for his clients, which helped him to build many long-term client relationships, and his contribution to ABCO has been invaluable. We wish him all the best and hope he enjoys his well-deserved retirement.
Over recent years, ABCO have been focusing on developing existing staff in their roles, which has allowed us the flexibility to transition many of David’s clients to an experienced member of our advice team. The advisers looking after David’s clients include;
Adam joined ABCO in 2001 and is diploma-qualified. Adam’s experience lies in corporate and wealth management.
Ben joined ABCO in 2017, having previously worked for a national Wealth Management firm in London. Ben is diploma-qualified and has achieved Chartered status.
Lee joined ABCO in 2016 and is diploma-qualified. Lee has worked closely with David for a number of years and so provides a seamless handover.
Marc recently joined ABCO and has many years of experience working with corporate and individual wealth clients. Marc is diploma-qualified and currently working towards Chartered status.
Paul joined ABCO in 2009 and is diploma-qualified and a member of the Personal Finance Society. Paul has over 25 years of experience as a paraplanner and wealth management.
To find out more about our financial planning, wealth management, and corporate services, contact the team at 01603 967967.