I like Pete and Keith, they have no false pretence. They look after my pension and through good and bad times they give me the service I expect. Pete helped me with my investments, he uses well known Investment Houses and Multi Asset Portfolios. He always accompanies me to meetings with Fund Managers to check performance and risk still suit me.
As a business owner and a straight talker I find Pete easy to deal with. He does what he says he will do, and he always contacts me back if I need his assistance with anything. Bootham Pensions & Investments provide guidance to private, corporate and trustee clients throughout the UK, we primarily work with clients that have limited companies and represent their interests with SSAS pensions.
As a business owner and a straight talker I find Pete easy to deal with. He does what he says he will do, and he always contacts me back if I need his assistance with anything. Bootham Pensions & Investments provide guidance to private, corporate and trustee clients throughout the UK, we primarily work with clients that have limited companies and represent their interests with SSAS pensions.
Services
Bootham Pensions & Investments are a firm of experienced financial consultants. We provide guidance to private, corporate and trustee clients throughout the UK, with a focus on SSAS pensions and non regulated investments. Starting his career with industry leaders Aviva PLC, Peter went on to gain expertise and knowledge of Self Invested Personal Pensions with Grosvenor Financial Consultants.
Bootham Pensions & Investments believe that in the right circumstances, a Small Self-Administered Pension Scheme (SSAS) can be a powerful tool for your business. We can help you establish and make the most of your SSAS, with comprehensive business and financial guidance throughout the duration of your scheme.
The relationship with our private clients is unique. We have a reputation not only for technical quality, but also for the long-term relationships we build. As a result, Bootham Pensions & Investments are able to offer tailored pension and investment guidance to meet the objectives of our clients. We offer clients integrated and bespoke guidance with the additional professional services.
Bootham Pensions & Investments was established with a clear purpose - to deliver integrated, bespoke financial guidance for a reasonable fee. Our initial consultation is at our expense. At this meeting we dedicate substantial time to identify the company's unique circumstances and financial goals. Any subsequent guidance or reports conducted are explained in full before we provide any terms of business.
Catch up with the all the latest industry news from experts in the sector, and our own thoughts from a distinctly Bootham Pensions & Investments perspective. Bootham Pensions and Investments Limited is registered in England and Wales (Company Registered number 10627478) and its Registered Office Address is 60A York Road, York, YO24 4NW.
Reviews (1)
Nicholas Abercrombie
Dec 10, 2019
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