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01603 967967Financial 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.
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.
We can provide advice about a range of savings and investments to make your money work harder.
With so many options available, our experts can help you to find the right product for your future.
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…
Latest Financial Planning News
Using your pension to invest in commercial property
Investing in commercial property can be beneficial if you’re a business owner, as you’ll have premises for your company plus regular payments into your pension.
Budget 2018: Top 5 best bits for savers
On October 29th, Philip Hammond shared the 2019 Budget with the public. John Whitehead, MD of Alan Boswell Financial Planners, has reviewed the budget and gives the top 5 takeaways for savers.
The gift of giving
Making a gift to your family when you are still alive is an effective way of passing on your wealth that needn’t be confusing, as John Whitehead, Managing Director of Alan Boswell Financial Planning, explains.
British public unaware of Inheritance Tax terms
Recent research conducted by Alan Boswell Group has revealed that more than half of over-50s are unaware of the current rate of Inheritance Tax.