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.
Director’s message
Investment philosophy
Levels of service & pricing
Our approach
Our services
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.
Savings and Investments
We can provide advice about a range of savings and investments to make your money work harder.
Retirement Planning
With so many options available, our experts can help you to find the right product for your future.
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.
Private Healthcare Insurance
Products such as Private Medical Insurance are available with various levels of coverage, ranging from basic policies that cover essential services to fully comprehensive policies. These can include specialist treatments and even complementary therapies.
Talk to our financial advisers
To find out more, ask a question, or make an appointment to speak to one of our advisers, please get in touch.
Meet our team
Related guides and insights
The Garretts – a multi-generational farming family invested in their financial future
We spoke with Roger and Tina Garrett about how Alan Boswell Financial Planners assist them with their personal pensions and employee benefits.
Private medical insurance: an in-depth guide
If you’re considering private medical insurance but don’t know where to start, our complete guide has got you covered.
How to choose a financial adviser
When faced with a major financial decision, a financial adviser can help you make the most of your finances. But, with so many out there, how do you know where to start? Senior Financial Planner, Tony Robinson, explains how to choose a financial adviser that’s right for you.
Guide to pension consolidation
Pension consolidation can make it easier to manage various pension pots but there are drawbacks too. We set out the pros and cons of consolidating your pensions and how you can decide whether it’s right for you.