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.
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.
John Whitehead, MD Alan Boswell & Company
Investment Philosophy
Our goal is to be the natural choice for friendly, expert advice on all aspects of financial planning. We do this by building and maintaining long-term relationships between our clients and our highly qualified, independent financial advisers.
We understand that not all clients have the same needs
and so we offer different levels of service. How much we charge will take into account the complexity of the work and the likely time required to adequately research and make recommendations.
From the first time we meet you, all the way to implementing our recommendations, our approach to advice is open and transparent.
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 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.
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.
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.
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.
Ben is a Chartered Financial Planner with over 10 years’ experience and who has a particular focus on tax efficiency. After studying management and economics…
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