Alan Boswell Group is a household name within East Anglia, having operated from headquarters in Norfolk for more than 35 years, and specifically from Norwich for 20 years. In addition to insurance broking, the group has offered financial services ever since Executive Chairman Alan Boswell established the business in 1982. Now, in 2019, Suffolk-based clients looking for advice on financial planning don’t have as far to travel for a face-to-face meeting, as the Bury St Edmunds branch of Alan Boswell Group welcomes a new Chartered Financial Planner.
Calum O’Donnell joined the group in June, bringing with him more than 10 years of experience in the industry. He is a Fellow of the Personal Finance Society (PFS), the most prestigious level of professional achievement within the industry, and operates with a strict set of personal principles. “I am motivated to help people get more from their finances. By prioritising education before advice, I encourage my clients to become more aware of what they want, and then help them to achieve better outcomes.”
If you’d like support to achieve your financial goals, or would like advice on investments, pensions or retirement planning, call Calum O’Donnell at Alan Boswell Group on 01284 787850.