We use cookies to give you the best experience and help us improve our website.

Find out more about how we use cookies.

Financial Planning

Financial Planning

Whether you’re looking for advice on investments, pensions or other key financial areas like protection, Alan Boswell Financial Planners are on-hand to help you navigate the changing world of financial planning. Contact our certified financial planners for the help and advice you need.

Talk to adviser 01603 967967

Wealth management

More than just investment advice, wealth management encompasses all aspects of your financial affairs, from retirement and estate planning to financial peace of mind for your family and loved ones.

Find out more

Savings & Investments

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.

Find out more

Retirement planning

Retirement planning is something you should consider sooner rather than later. Whether you are about to start saving into a pension, or you are approaching retirement, we will help you find the most appropriate solution.

Find out more

Protection

Take the time to review your own financial arrangements in case something life-changing occurs to ensure you or loved ones are looked after. It is important to come to an Independent Protection Adviser for advice on products that best suit your needs.

Find out more

Healthcare

Products like Private Medical Insurance are available with many levels of cover, ranging from basic policies that cover the essentials through to fully comprehensive policies which can include specialist treatments and even complementary therapies.

Find out more

Talk to our financial advisers

Speak directly to our team
01603 967967
Send an enquiry Send an enquiry
Send an enquiry
Ben Hewitt
Ben Hewitt

Chartered Financial Planner

Ben is a Chartered Financial Planner with over ten years’ experience and who has a particular focus on tax efficiency. After studying management and economics…

Calum O'Donnell
Calum O'Donnell

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.…

Neil Marsden

Chartered Financial Planner

Neil started his career in financial services with Aviva in 2003, before joining Alan Boswell & Company Ltd in 2006. As an independent financial adviser,…

Our head office address

Alan Boswell Financial Planners
Prospect House,
Rouen Rd,
Norwich
NR1 1RE

We're Chartered Insurance Brokers meaning you can relax knowing our commitment to professionalism

Platinum Trusted Service Award - Rectangle

Independent review site Feefo awarded us ‘Platinum Trusted Merchant’ status for our customer service.

Alan Boswell Group Difference

Discover how more than 35 years' experience makes our service stand out from the rest.

Latest Financial Planning News
Understanding types of investment portfolios
Understanding types of investment portfolios

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.

Read more
Guide to investment portfolios
Guide to investment portfolios

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.

Read more
What is intergenerational wealth planning and why is it so important?

Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.

Read more
Your pension when you turn 75 | All you need to know
Your pension when you turn 75 | All you need to know

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.

Read more
All news