Business Details
Your Trusted Financial Advisers in Cheltenham
Boote Financial Planning is a dedicated team of experienced professionals committed to helping clients build, manage, and protect their wealth while ensuring seamless intergenerational transfer. With a focus on personalized financial strategies, we specialise in investment management, retirement planning, and protection planning, tailored to individual circumstances. Our approach combines deep expertise with a client-first ethos, ensuring transparent communication and long-term trust.Backed by St. James's Place Wealth Management's regulatory framework, we prioritise ethical standards and continuous client education. Our 20+ years of experience, coupled with regular portfolio reviews and accessible support, position us as a reliable partner for achieving financial goals across life stages.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Highlights and features
- We offer 20+ years of experience in personalised financial planning
- Our team holds advanced qualifications in wealth management
- We provide tailored investment strategies aligned with client risk profiles
- Our service includes regular portfolio reviews and market updates
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial advice
Personalised service
Regular portfolio reviews
Clear communication
Trustworthy recommendations
Services
Investment Management
Our Investment Management service creates tailored portfolios aligned with your risk tolerance and financial goals. We monitor market trends and adjust strategies to optimise returns while managing risk. Clients receive regular performance updates and have access to St. James's Place's comprehensive fund options.
Retirement Planning
Specialising in retirement income planning, we help clients maximise pension benefits and ensure sustainable income streams. Our approach considers tax efficiency, life expectancy, and personal aspirations. We provide detailed projections and adjust plans as circumstances evolve.
Protection Planning
We design insurance solutions to safeguard your financial security against unforeseen events. Our protection plans cover life insurance, critical illness cover, and income protection, tailored to individual family needs and financial commitments.
Corporate Services
Tailored financial solutions for business owners, including company pension schemes, succession planning, and tax-efficient investment structures. We help directors navigate complex financial decisions while aligning strategies with business growth objectives.
Mortgage Advice
Comprehensive mortgage guidance covering residential and buy-to-let financing. We assess market options to find competitive rates and structures that align with clients' long-term financial plans, including tax-efficient borrowing strategies.
People
Dan Boote
Financial Adviser
With over 20 years' experience, Dan specialises in creating tailored financial solutions. He holds advanced qualifications in wealth management and focuses on building long-term client relationships through transparent communication and ethical advice.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, protection planning, corporate financial solutions, and mortgage advice tailored to individual circumstances.
How do you personalise financial advice?
We conduct detailed consultations to understand your goals, risk tolerance, and financial situation before creating customised strategies that evolve with your needs.
What qualifications do your advisers hold?
Our advisers maintain advanced industry qualifications and adhere to strict regulatory standards set by the Financial Conduct Authority.
How are investment decisions made?
Decisions consider your risk profile, financial objectives, and market conditions using St. James's Place's research resources and fund options.
What ongoing support do you provide?
We offer regular portfolio reviews, market updates, and immediate access to advisers for any financial queries or life changes.
How are fees structured?
Our transparent fee structures include initial planning charges and ongoing management fees, all clearly explained during your consultation.
Reviews (6)
Sally Loynes
Dec 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Dan takes away all the complexities involved with financial planning, he is very thorough with all info he provides and follows up on all actions as promised, and he is exceptionally patient! Fully recommend .
Dan takes away all the complexities involved with financial planning, he is very thorough with all info he provides and follows up on all actions as promised, and he is exceptionally patient! Fully recommend .
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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Dan has been my pension and wider financial adviser for over 4 years. His advice is precise, well informed and objective. He has made a significant and positive impact to my retirement planning and I would strongly recommend Dan for SJP related pension advice and pension consolidation.
Lisa Hailwood
Nov 17, 2021
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Positive:Professionalism
Dan is not just a really really nice guy, he is professional, knowledgeable & greatly communicative. He has advised & guided us in our plans for the future. We feel we are in extremely good & safe hands & cannot recommend Dan enough.
Dan is not just a really really nice guy, he is professional, knowledgeable & greatly communicative. He has advised & guided us in our plans for the future. We feel we are in extremely good & safe hands & cannot recommend Dan enough.
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
