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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Ed Boswell - BSc (Hons) APFS

Edward has always had a keen interest in financial matters having earned a 1st class honours degree in Accounting and Finance at the Bristol Business School. He has since had experience directly with market based investments being a stockbroker at Hargreaves Lansdown before working in the Hargreaves Lansdown Advisory Division. Three years on, he is now a ‘Chartered Financial Planner’, a title awarded by the Chartered Institute Insurance demonstrating technical knowledge and experience in this subject field.

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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