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.
Tony Robinson, Director, Alan Boswell & Company
From the first time we meet you, all the way to implementing our recommendations, our approach to advice is open and transparent.
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.
Tony is a Director in our Wealth team who joined Alan Boswell from the national accountancy firm Grant Thornton in 2003. The Norwich office of…
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,…
Alan Boswell Financial Planners
If you’re several decades away from retirement, thinking about your pension might be low on your list of priorities – but the sooner you start, the more likely you are to afford the lifestyle you want in retirement.
We're Chartered Insurance Brokers meaning you can relax knowing our commitment to professionalism
Independent review site Feefo awarded us ‘Platinum Trusted Merchant’ status for our customer service.
Discover how more than 35 years' experience makes our service stand out from the rest.
Building an investment portfolio is based on several factors, including your attitude to risk, your timescale, and your goals. We take a look at the different types of investment portfolios, and how we would approach your financial goals.
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