Ben Hewitt

Chartered Financial Planner @Alan Boswell Group

Norwich, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2017 — Present

Chartered Financial Planner @Alan Boswell Group

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Alan Boswell Group is a leading independent insurance broker and one of the largest independent financial planners in the East of England. Our general insurance division was named \'Independent Broker of the Year\' at the Insurance Times Awards 2015 and has also attained \'Chartered Insurance Broker\' status.The Group employs more than 350 specialist staff out of nine offices: three in Norwich with other offices in Cambridge, Peterborough, Bury St. Edmunds, Attleborough, Boston and Laceby.Our clients are located throughout the UK – in many cases benefiting from our bespoke nationally available insurance schemes and products. The financial services and financial planning businesses also include specialist employee benefits, healthcare and protection divisions.

EDUCATION

2015 — 2017

Chartered Insurance Institute

Advanced Diploma in Financial Services, Financial Planning and Services

2005 — 2008

Ashcroft International Business School, Cambridge

Degree in Business & Economics, Business/Managerial Economics

2008 — 2009

Chartered Insurance Institute

Certificate in Financial Planning, Financial Planning and Services

2010 — 2012

Chartered Insurance Institute

Diploma in Financial Planning, Financial Planning and Services

SKILLS

Holistic Financial PlanningRetirement PlanningFinancial AnalysisRelationship ManagementInvestmentsPensionsFinancial ModelingLong Term Care InsurancePortfolio ManagementPension FundsBusinessFinancial AdvisoryInvestment StrategiesWealth ManagementProject ManagementFinancial ServicesFinancial PlanningFinanceEstate PlanningPersonal FinanceRetirementStrategic Financial PlanningHigh Net Worth IndividualsWealth Management ServicesManagementInheritance Tax PlanningWealthAsset Management

ABOUT BEN HEWITT

We all have ideas of where we want to be, things we want to see and what we want for our family. Most of us even have a date, sometimes long into the future, of when we aim to finally hang up our boots. With the answers to where we are today, coupled with the vision and aspirations of where we want to be, I help answer the question we all want the answer to: how much money do I need now, to ensure that I never have to worry about money.

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Ben Hewitt — Chartered Financial Planner at Alan Boswell Group in Norwich, GB | Unifers