Our Financial Advisers
Our Financial Advisers are based across the UK providing nationwide coverage
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
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
Client feedback
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I felt my experience with yourself and Hargreaves Lansdown was very positive and helpful. Whilst it was not initially obvious what my circumstances and objectives were I think that in discussions you managed to tease out what these were and to put together a proposal that should hopefully meet my requirements. Although I have not sought an actively managed portfolio I would not hesitate to come back to you/HL if I feel that my circumstances have changed and I do not have the competence to seek out the best way forward.
Mr Kennedy-Sloane, Surrey
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I was pleased with the time you spent with me, talking through options, answering questions and making sure that I was happy and understood all aspects before making what for me is a large investment. You were prompt at replying to emails and contacted me at the times agreed. I was also happy that you listened to my requests about fund type [ethical investments] and built that into the portfolio.
Mrs Bailey, Leicester