Wealth Management

Wealth management is a professional service which combines financial and investment advice, retirement planning, and estate planning. We provide a full, strategic wealth plan wholly unique to you and your needs.

Big enough to deliver; small enough to care.

We manage over £500 million of assets and invest across multiple asset classes. Yet, our staff is less than 50 and every one of our client relationships matter. You won’t find automated telephone systems and you won’t need to keep repeating yourself as you are moved from one adviser to another. You’ll have the direct phone numbers of your personal wealth manager and your specialist support team.

Independently owned.

We’re not incentivised to sell anyone else’s investment products and we’re not restricted by any parent company. We have the freedom and flexibility to offer investments from across the market that meet your needs. We’ve been independently owned since we were formed in 1982 and we intend to remain that way.

Long-term and diversified investments.

It is easy to be seduced by market noise and volatility. However, it is more prudent – and usually more profitable – to stay focused on the longer term, prioritising an effective combination of quality asset classes that can significantly reduce the risk of a portfolio, without reducing its potential for growth. You can read more about our investment philosophy here:

Investment Philosophy

Transparent fees.

Hidden charges can cause a significant drag on returns. Our fees are straightforward and clear. We also understand that not all clients have the same needs and so we offer different levels of service. You can review our fee proposition here:

Client Service and Fee Proposition

Alan Boswell Financial Planner’s wealth management service involves ascertaining your current financial situation by way of completing a full financial review, understanding what your goals and objectives are, and providing you with a complete recommendation.

This comprehensive and proactive service offers our clients peace of mind, as our experienced financial planners, in conjunction with fully qualified technical support, manage all aspects of your wealth, both now and on an ongoing basis.

Typically this would include regular face-to-face meetings to review your situation, assessing any current shortfall levels so we can amend any long-term plans.

The wealth management service is usually for clients with amounts of £200,000 or above to invest.