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Important information: We have followed Government advice and closed our branches. However, please be assured that our priority remains providing our clients with support and advice at all times and our teams are on-hand to take your calls or emails.
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Home » Personal » 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.

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.

Wealth management service

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.

Savings & Investments services

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.

Retirement planning services

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.

Protection services

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.

Healthcare services

Talk to our financial advisers

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01603 216399
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Tony Robinson
Tony Robinson

Associate Director

Tony is an Associate Director in our Wealth team who joined Alan Boswell from the national accountancy firm Grant Thornton in 2003. The Norwich office…

Neil Marsden
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,…

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

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Alan Boswell Group Difference

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