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Personal Financial Planning VouchedFor Top Rated Advisers

Our specialist team provides 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 team of efficient and professional staff.

Read more about our top rated advisers below.

Ben Hewitt

Ben HewittBen is a Chartered Financial Planner with over 10 years’ experience and has a particular focus on tax efficiency. After studying Management and Economics at University, Ben left to work in Financial Planning where he creates comprehensive and complex financial plans helping clients achieve their financial goals using lifetime cash flow analysis.

Previously working in the City of London for a national Wealth Manager, Ben swapped his 5 hour daily commute for something more manageable in 2017 when he joined Alan Boswell Group in Norwich.

Ben advises high-net-worth clients and their families, trustees, and professional introducers in areas such as pensions, insurance, inheritance tax and trusts, tax efficient investing, and offshore structures.

Read Ben’s reviews here.

Tony Robinson

Tony RobinsonTony is a Director in our Wealth team who joined Alan Boswell from the national accountancy firm Grant Thornton in 2003. The Norwich office of KPMG that Tony joined became part of Grant Thornton and Tony worked closely with the Tax team to ensure that client’s investment and pension arrangements were tax efficient. Previous to this, Tony worked in the Manchester HQ of Co-Op Insurance after completing an Economics degree at Manchester University.

With extensive experience at working closely with accountants from his years at KPMG/Grant Thornton, Tony works closely with professionals in advising high net worth individuals and Trusts in formulating long-term Financial Plans. The areas included are investment, retirement, estate planning and tax management.

Tony holds the Advanced Tax and Trust and with Pension qualifications, which allows him to advise in specialist areas of Financial Planning such as SSAS’s and Pension Transfers. Tony’s expertise lies in the creation of comprehensive and complex financial plans helping clients achieve their financial goals. Having been an Associate Director of our financial division for three years, Tony was promoted to Director in 2022.

Read Tony’s reviews here.

Calum O'Donnell

Calum O'DonnellCalum has an unrelenting motivation to help people get more from their finances, become more aware of what they want, and achieve better outcomes.

Having been in financial services for over 10 years, Calum has gained a significant amount of valuable experience across a broad range of advice areas and as such, he is able to offer a rounded approach to holistic financial planning.

Outside of work, Calum loves to spend time with his wife and three young children. They love getting outdoors and exploring as well as trying new activities, so he’s learning all the time!

Read Calum’s reviews here.

David Perry

david-perryDavid joined Alan Boswell Financial Services in 2007 after an extensive career as a broker consultant for a number of companies, latterly working in London for Clerical Medical’s National Account team looking after a portfolio of National IFAs. A past Chairman of the Eastern region Professional Finance Society he took the advanced financial planning certificate and is Diploma qualified with the CII.

Based at Alan Boswell Group’s Prospect House office as a senior financial planner, David is involved in Wealth planning advice for a larger number of personal and corporate clients, having steered the company through its auto-enrolment project. David specialises in all aspects of corporate pension and protection planning as well as providing personal advice to his wealth clients, which encompasses all aspects of pension and investment planning.

Read David’s reviews here.

Neil Marsden

Neil MarsdenNeil is an experienced Chartered Financial Planner with over 15 years working in the profession.

He works closely with clients to preserve, protect, and enhance the value of their pensions and investments.

Neil specialises in providing advice to individuals who are planning for, approaching, and in retirement.

His spare time tends to revolve around family. Neil recognises how fortunate he is and tries to give something back to the community. Neil is a founding member of FABB, a local group who help to support and feed the homeless and vulnerable community in Norwich.

Read Neil’s reviews here.

John Whitehead

John WhiteheadJohn began his working life with NatWest in Manchester and later moved to Equity & Law.

In 1989 he was invited to head up the financial planning division of UK-wide solicitors Eversheds. He remained with them for 13 years until that business was acquired by Alan Boswell Group. John has been instrumental in forging strong links between the Financial Services division and the accountancy and legal professions and in 2006 was appointed its Managing Director. In 2022, John decided to take a step back from the boardroom to focus on client work while enjoying more time with his family.

John is qualified to Diploma level.

Read John’s reviews here.