Over the last 37 years, Alan Boswell & Company has become one of the largest regional independent financial advisers and planners in the country.
Our focus is on supporting you. We know every client is different, with unique ambitions and plans for the future, so we’ll take time to get to know you before putting pen to paper – we’ll travel to you, or you can visit us in one of our offices in Norfolk or Suffolk.
If you’d like to ask us a question, or you’re ready to start planning your financial future, please do give us a call.
Tony Robinson, Director, Alan Boswell & Company
From the first time we meet you, all the way to implementing our recommendations, our approach to advice is open and transparent.
Savings and investments can be complex to arrange – it’s often difficult to decide upon the most suitable home for your money. We’ll get to know you and your needs, so you hold investments that match your personal attitude to risk and take best advantage of your taxation status.
Chartered Financial Planner
Calum has an unrelenting motivation to help people get more from their finances, become more aware of what they want, and to achieve better outcomes.…
Alan Boswell Financial Planners
We're Chartered Insurance Brokers meaning you can relax knowing our commitment to professionalism
Independent review site Feefo awarded us ‘Platinum Trusted Merchant’ status for our customer service.
Discover how more than 35 years' experience makes our service stand out from the rest.
Building an investment portfolio is based on several factors, including your attitude to risk, your timescale, and your goals. We take a look at the different types of investment portfolios, and how we would approach your financial goals.
Investment portfolios: what you need to need to know to help grow your wealth. Understanding where and how your money is invested can help you meet your long-term goals and give you peace of mind in the meantime.
Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.
It’s important to understand how the rules surrounding your retirement savings affect what you can do with your money once you hit this landmark birthday.