Speak directly to our team
01603 967967
Director’s message
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
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.
Levels of service & pricing
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.
Our approach
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 & 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.
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.
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.
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.
Talk to our financial advisers
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,…
Tony Robinson
Director
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…
Sally Key
Director
Sally is a Director of our Financial Planning team, having joined in 2011 from Barclays Wealth. Sally has a wide breadth of experience spanning 27…
Our head office address
Alan Boswell Financial Planners
Prospect House,
Rouen Rd,
Norwich
NR1 1RE
Related news
Investing in retirement; what do you need to know?
Making the right investment decisions once you have retired can boost your income and help you to make the most of your retirement.
How to plan for your retirement
Everyone wants to enjoy the retirement they envisage, but surprisingly, few people are putting enough money aside. We look at practical ways you can successfully plan for your retirement.
How to account for inflation in your retirement planning
When you plan for your retirement, it’s important you consider inflation. If you don’t, you can’t realistically evaluate how much your pension will provide at 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.
Latest Financial Planning News
Understanding types of investment portfolios
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.
Guide to investment portfolios
Investment portfolios: what you need to need to know to help grow your wealth. Understanding where and how your money is invested can help you meet your long-term goals and give you peace of mind in the meantime.
What is intergenerational wealth planning and why is it so important?
Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.
Your pension when you turn 75 | All you need to know
It’s important to understand how the rules surrounding your retirement savings affect what you can do with your money once you hit this landmark birthday.