Our passion is to help clients build, manage and protect their wealth and then help transfer that wealth to their loved ones as tax efficiently and as smoothly as possible. We are a team of experienced and highly qualified professionals who want you to get the most from your money and help you to achieve your life goals.
Boote Financial Planning is a financial planning business, focused on helping you understand and plan for your financial future. So you know what you want - a good financial plan and an experienced, professional adviser who understands your requirements and knows what you want to get out of life. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise.
Boote Financial Planning is a financial planning business, focused on helping you understand and plan for your financial future. So you know what you want - a good financial plan and an experienced, professional adviser who understands your requirements and knows what you want to get out of life. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise.
Services
We are delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Do take the opportunity to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you. We always work in partnership with our clients so that the recommendations we put forward are carefully tailored to their particular circumstances.
Reviews (10)
Sally Loynes
Dec 28, 2021
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Jason Moore
Dec 08, 2021
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I have known Dan for many years and value his advice that he has given me and my family. I am confident that he always has my best interest in mind when making any recommendation and understands the longer term goals and aspirations. I am also always happy to recommend Dan to my clients knowing that he will give them the best advice and a very professional level of service.
Mitch Peacock
Nov 27, 2021
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Dan's advice and support has given me full confidence in my future finances and aspirations for retirement. Dan is very professional, very helpful, and very knowledgeable and I always look forward to our annual review meeting because he is also a lovely friendly guy. I would not hesitate to recommend Dan and Boote Financial Planning.
Chris Waddington
Nov 18, 2021
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Lisa Hailwood
Nov 17, 2021
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Jason Shears
Nov 11, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Dan breaks it down and tells it how it is. He keeps it simple and is very thorough when explaining. We are confident with Dan's skills, knowledge and insight that we are on target to live very comfortably when we retire. His passion is admired. Highly recommend!!! Jason and Samantha
Dan breaks it down and tells it how it is. He keeps it simple and is very thorough when explaining. We are confident with Dan's skills, knowledge and insight that we are on target to live very comfortably when we retire. His passion is admired. Highly recommend!!! Jason and Samantha
Robert Clarke
Oct 23, 2021
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Thanks for visiting us today for our annual financial review. As usual, your presentation was pitched at just the right level to be enjoyable and very informative. We very much appreciate your passion, attention to detail and the general outlook that you have regarding investment and money matters. We both feel quite empowered and much more confident after meeting with you. Look forward to meeting with you soon Dan.
Roderick Greenwood
Oct 20, 2021
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Once again, outstanding service from Dan Boote, who has always provided valuable advice that has enabled our investments to continue to flourish despite the turbulent financial situation over the past 18 months. Always available to answer questions, Dan goes that ‘extra mile’ to ensure that we benefit from optimum investment strategies.
John Jones
Oct 13, 2021
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Mark Carden
Oct 06, 2021
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We have just had another annual review with Dan and yet again, his approach has reassured us that our investments and pensions are in safe hands. His approach takes into account our requirements now and also our longer term planning, which allows us to plan to save the right amount each year. We thoroughly recommend Dan and his team, he is approachable and personable which helps alot.
