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01603 967967

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.

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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.

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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.

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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.

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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.

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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.

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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.…

Sally Key
Sally Key

Associate Director

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,…

Our head office address

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

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Latest Financial Planning News
different types of savings accounts
Your guide to different types of savings accounts

Saving money is essential for financial success in the future, but it isn’t always as simple as just putting money away for a rainy day. In this guide, we cover the types of savings accounts and what you should consider when making your decision.

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