Tony Robinson Director, Alan Boswell & Company

Director’s message

Over the last 40 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

Alan Boswell Group advisers for business financial services

Protect your employees

We provide a service for your business that helps protect and maintain the welfare of your employees. The most key asset within your organisation is likely to be your staff.

Whether you wish to provide income protection or a comprehensive employee benefits package, we help assess your requirements and provide products and services accordingly.

Financial services for business with Alan Boswell Group

Protect your business

We provide advice to allow continuity in your business when changes out of your control affect your business and the key persons in your organisation.

Whether your business needs funds to purchase the shares of a deceased shareholder or cover for if a key person was to die or become seriously ill. We help assess the risks your business could be open to and insure against them.

Our approach

From the first time we meet you and understand the needs of your business, all the way through to implementing our recommendations, our approach to advice is open and transparent.

Our advice is not just about addressing immediate needs; it's also about building a foundation for long-term success and resilience.

Business financial planning products and services

Employee benefits

Whether you want to offer pension contributions, life cover or ‘flexible benefits’ like discounts on shopping and eating out, a strong employee benefits package can go a long way in helping your business achieve its goals by keeping your people motivated and feeling appreciated.

Our specialist advisers have access to specific products and services and will tailor an employee benefits package that is as individual as your business.

Employee Benefits

Employee benefits are great for both employers and employees. Our team can help you find the best solution for you and your team.

Auto-Enrolment

We have a wealth of expertise and have a team dedicated to supporting businesses needing help with auto-enrolment.

Early Intervention Scheme

Fast-track access to treatment for employees who are absent from work as a result of a physical injury, stress, depression, or anxiety to help promote a speedy recovery and return to work.

Flexible Benefits

Flexible benefits are an excellent, cost-effective way to motivate your workforce.

Group Critical Illness Insurance

Group critical illness cover offers collective protection for employees, providing financial support if diagnosed with a critical illnesses.

Death in Service Insurance

Death in service insurance is provided by an employer and pays out a lump sum if an employee dies.

Relevant Life Insurance

Relevant life insurance is set up by an employer and provides a payment to an employees’ beneficiaries if they were diagnosed with a terminal illness or dies.

Workplace Pensions

We can provide expert guidance on plan selection and regulatory compliance, ensuring a tailored and effective retirement benefit program for your employees.

Business protection

As a business owner, you know how important it is that your company continues trading. Our range of business protection products will ensure your business is looked after now, protecting its finances in the future.

Business Protection

Business protection encompasses a variety of financial products, including keyman cover, business loan protection, partnership protection, and shareholder protection.

Business Loan Protection

Business loan protection is designed to provide a business with the funds to repay commercial loans or mortgages should one of the business owners suffer a critical illness or death.

Key Person Insurance

Key person insurance protects against the potential losses a business could incur if a key person were to die or be diagnosed with a serious illness.

Partnership Protection Insurance

Partnership protection insurance safeguards businesses against losing control of the partnership if a partner is diagnosed with a critical or terminal illness, or if they die.

Shareholder Protection Insurance

Shareholder protection insurance ensures financial security in the event of a key stakeholder's death, by providing surviving shareholders with the funds to purchase the shares from a third-party.

Business healthcare

We create flexible business healthcare solutions for businesses and staff. Whatever the size of your company, we will achieve the right healthcare package for your business with our access to bespoke products and services.

Business Healthcare

We create flexible business healthcare solutions for business and staff. Whatever the size of your company, we will achieve the right healthcare package for your business with our access to bespoke products and services.

Health Cash Plans

Reward your staff and encourage them to look after their health with a cash plan which allows them to claim money back for a range of health and wellbeing costs.

Group Private Medical Insurance

Private medical insurance enables your employees to skip waiting lists, benefit from private hospital rooms, and often receive treatments unavailable through the NHS.

Health Screening

Health screening includes a range of tests and assessments that help your employees get a full picture of their health – the better they understand their health, the better they can take care of themselves.