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Home » Financial Planning

Financial Planning

Financial Planning

Over the last 35 years, Alan Boswell & Company Ltd (ABCO), based in Norwich, Norfolk, has become one of the largest regional independent financial advisers in the country, and carries out all financial planning activity within the Alan Boswell Group.

Our specialist teams provide a wide range of clients with financial advice on investments, pensions and other key financial areas. Furthermore, our philosophy mirrors that of the Group; we work to maintain long-term trusted relationships between our clients and our high calibre, qualified independent financial advisers – all supported by our teams of efficient and professional staff.

Our Services

All Financial Planning Services

Wealth management

Wealth management is more than just investment advice. It is designed to encompass all aspects of an individual’s financial affairs.

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We’ll help you make sense of the variety of protection products available, giving you the peace of mind that the right cover is in place.

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savings and investments

We can provide advice about a range of savings and investments to make your money work harder.

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With so many options available, our experts can help you to find the right product for your future.

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Terms of Business - financial

Periodically we release financial market updates and look at both specific trends and general topics; here you can find an archive of all our previous…

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Latest Financial Planning News
What does Private Medical Insurance cover?

We provide a breakdown of some of the most common Private Medical Insurance (PMI) terms that you need to know before taking out a policy.

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Am I too young to be saving for a pension?

Can you be too young to save for a pension? Here are some important things to consider when looking at saving for your retirement.

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New report on inheritance tax simplification

The Office of Tax Simplification (OTS) published its long-awaited second report on inheritance tax (IHT) in July with a range of useful proposals.

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Pension flexibility: too taxing for many

Recent HMRC statistics highlight the over-taxation of some pension benefits. Could you be due a refund?

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