Saunderson House

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

I joined Saunderson House (SHL) in 2005 as a graduate trainee and am now a Chartered Financial Planner, Fellow of the Personal Finance Society and part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.