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Ed Boswell - BA (Hons) APFS

Edward earned a 1st class honours degree in Accounting and Finance. He has dealt directly with market based investments as a stockbroker, before moving on to the advisory team. He has since qualified as Chartered Financial Planner, demonstrating his technical knowledge and experience.

FCA reference number: ECB01053

Ed Boswell

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certificate in Long Term Care Planning
  • AF3 Advanced Pensions
  • AF1 Advanced Tax & Trust Planning
  • 1st Class BA (Hons) degree in Accounting and Finance

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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