We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals. You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.
We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind. As the global economy continues to find its footing, Q2 US earnings have continued to support upside in equity markets. Markets enjoyed a positive August, recovering from the mid-month jitters to perform strongly and build on the returns already made so far this year.
We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind. As the global economy continues to find its footing, Q2 US earnings have continued to support upside in equity markets. Markets enjoyed a positive August, recovering from the mid-month jitters to perform strongly and build on the returns already made so far this year.
Services
We pride ourselves on being innovative and flexible in our approach. Our service is focussed on three main areas; Chartered Financial Planning, Pension Advice and Investment Management. Our advice does not follow a prescribed formula and we aim to tailor our recommendations to your individual needs.
Fewer than 700 firms have received this award; it therefore truly sets us apart from our peers. As a Chartered firm of financial planners, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident you are dealing with one of the UK's leading firms, that is committed to providing you with the best possible advice, service and support.
Whether you are an existing client, or if you are visiting us for the first time we hope that this site gives you an understanding of our services, our key principles and what we believe sets us apart from our competitors. We are extremely proud of our status as a firm of Chartered Financial Planners.
We are a leading UK firm of Pension Scheme Specialists and Wealth Managers with over 900 million of clients' assets under administration*. As a Chartered firm of Financial Planners we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
It means you can be confident that you are dealing with one of the UK's leading firms who are wholly committed to providing you with the best possible advice, service and support.We will use the information provided here to keep you updated by email on news and other activities. For further information on how we use your personal information, please see our Privacy Policies.
It means you can be confident that you are dealing with one of the UK's leading firms who are wholly committed to providing you with the best possible advice, service and support.We will use the information provided here to keep you updated by email on news and other activities. For further information on how we use your personal information, please see our Privacy Policies.
Our first meeting with you is at our cost and without any obligation on your part. We think of this as a discovery meeting, where we learn about your aspirations and discover how we might be able to assist you with achieving your goals. Usually the meeting will take around 30 minutes to an hour. To ensure that you have received sufficient information from us to enable you to make an informed decision as to whether you wish to engage with us.
Reviews (10)
Oginni Hoizah
Jul 21, 2021
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WOW!! I'm still looking at my bank account with amazement, i remember few months back i had nothing i couldn't boast of 1000$ in my bank account cause i've lost my life-savings and pension to scammers, i had lost all hope in life..until George Stephanie, the lady who changed my life totally. i had concluded that all account managers in groups were… scammers but she proved me wrong, every time i apologize to her for doubting she from the start. Everyone needs to meet Him. She is the one, i urge you reading this not to conclude that every account manager are the same i propose you try George
Ian Pickering
Dec 24, 2019
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Barry Nuttall
Jul 31, 2019
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Peter Novak
Jun 05, 2019
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Mike Hamylton
Jan 18, 2018
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David Hartland
Dec 23, 2017
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Martin Farrell
Dec 14, 2017
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Bob White
Jun 17, 2016
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Having recently engaged with Boolers I've been thoroughly impressed with their approach to my personal finances. The advice they provided and their explanation of how my SIPP will make my earnings go further was delivered with clarity. My experience so far has been great and I would not struggle to recommend them.
Darryl Powell
Oct 21, 2015
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David Preston
Jul 03, 2015
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I engaged the services of Boolers in respect of my personal pension and investment portfolio's a couple of years ago. They were excellent in dealing with the takeover from a previous provided meaning I was not inconvenienced during the transfer.
They acted very professionally in getting me into the right investments for me, having taken the time to understand what I wanted from the investment. I receive regular and clear updates on my finances.
They acted very professionally in getting me into the right investments for me, having taken the time to understand what I wanted from the investment. I receive regular and clear updates on my finances.
