As you will know, S-Tech is part of Alan Boswell Group, one of the largest independent insurance brokers in the UK. By joining forces we’ve been able to provide our clients with even more expertise across a wider range of insurance specialisms and markets. From experts on renewable energy, hospitality and professional indemnity to unique schemes for teachers, famers and therapists.
But what you might not know is that Alan Boswell Group are also one of the largest independent financial planning companies in the region. Alan Boswell Financial Planners provide financial advice for both corporate and individual clients with many of their advisers holding Chartered status and also ‘Top Rated Adviser’ status in 2020 from VouchedFor. As an S-Tech client, you have access to all of the services Alan Boswell Financial Planners offer.
Whether you’re looking for help with pensions, auto-enrolment, business protection, employee benefits or business healthcare, our specialist advisors have access to a wide range of products and services. They will work with you to tailor a bespoke financial services package that is every bit as individual as your business.
Our business financial services include:
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.
From health screening and employee wellbeing to cash plans and all the way to a full group private medical insurance policy, whatever the size of your company, we will achieve the right healthcare package for your business with our access to bespoke products and services.
As a business owner, you know how important it is that your company continues trading. Our range of business protection products includes key person cover, business loan protection and shareholder protection to ensure your business is looked after now, protecting its finances in the future.
We know every person is different, with unique ambitions and plans for the future, so we’ll take time to get to know you and understand your aims before we get started. The world of personal financial services can seem daunting, but by working together we can demystify the process and ensure you’ve got the right products in place to protect you and your family, now and in the future.
Our personal financial services include:
Wealth management is more than just investment advice. It is designed to encompass all aspects of an individual’s financial affairs; from advising on savings and investments, retirement planning and estate planning, our experienced advisers will work with you to provide peace of mind for you and your family’s future needs.
Savings and investments can be complex to arrange – it’s often difficult to decide upon the most suitable place for your money. We’ll get to know you and your goals, so you hold savings and investments that match your personal attitude to risk and take best advantage of your taxation status.
Financial freedom is something we all want from retirement and the earlier in life you start contributing to a pension, the longer the money will have to work for you. Whether you are about to start saving into a pension, or you are approaching retirement, we will help you find the most appropriate solution.
We all insure our homes, holidays and cars but often we forget to insure ourselves. Taking the time to review your own financial arrangements in case something life-changing occurs is also important – especially for your loved ones. We will provide you with the knowledge, expertise and make recommendations to help give you and your family peace of mind, whatever happens in the future.
Healthcare products like Private Medical Insurance can give you the confidence that you and your loved ones will have access to some of the best possible treatments, consultants and facilities should you need them. With many levels of cover available, our healthcare experts will tailor a bespoke package, designed to fit your lifestyle and budget.