Financial Planning

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.

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.

Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.

It’s more important than ever to protect yourself against scams and fraud. In this article, we guide you through some of the most common ways criminals try to steal your money, give you tips on how to spot potential scams and fraud, and help you to protect your finances and pensions.

We all feel the effects of rising inflation as it eats away at our income, savings, and purchasing power. But how is inflation calculated, and how do the RPI and CPI indices affect our personal finances?

A little bit of planning, self-discipline and knowing the ‘dos and don’ts’ can go a long way towards being able to successfully manage your money.

We spoke with Roger and Tina Garrett about how Alan Boswell Financial Planners assist them with their personal pensions and employee benefits.

Pension consolidation can make it easier to manage various pension pots but there are drawbacks too. We set out the pros and cons of consolidating your pensions and how you can decide whether it’s right for you.

Personal pensions are an integral part of succession planning. This guide looks at the complexities of pensions and explores how they can be valuable assets to the loved ones you leave behind.