Business Details
38 Years
experience
Your Trusted Financial Partner in Leeds
Established in 1988, Boag England Financial Planning has built a reputation for delivering personalized financial solutions rooted in long-term client relationships. Our approach combines the agility of a family-run business with the resources of St. James's Place Wealth Management, enabling us to provide tailored advice across wealth management, investment planning, and retirement strategies. As an Appointed Representative of St. James's Place Wealth Management plc, we operate under the rigorous standards of the Financial Conduct Authority, ensuring compliance and client protection.Our team prioritizes client-centric service, avoiding generic solutions in favor of bespoke strategies designed to build, grow, protect, and preserve wealth. With decades of collective experience, we maintain a commitment to ethical practices, transparency, and continuous support for clients navigating complex financial landscapes.
Services
Financial Planning
Investment Management
Retirement Planning
Wealth Protection
Mortgage Advice
Details
- Year established: 1988
Highlights and features
- We offer personalized financial solutions tailored to individual client needs
- Our team combines small business agility with big business resources
- We maintain long-term client relationships built on trust and transparency
- Our services are supported by St. James's Place Wealth Management expertise
- We operate under Financial Conduct Authority regulatory standards
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We provide comprehensive financial planning services to help clients build and manage their wealth effectively. Our approach focuses on long-term strategies tailored to individual circumstances, covering investment management, retirement planning, and tax-efficient solutions. With access to St. James's Place Wealth Management resources, we deliver expert guidance that combines personal service with professional expertise.
Investment Management
Our investment management services focus on creating diversified portfolios aligned with clients' financial goals and risk tolerance. We offer ongoing portfolio reviews and adjustments to ensure optimal performance. Backed by St. James's Place Wealth Management's research capabilities, we provide access to a wide range of investment opportunities while maintaining a personal approach to wealth management.
Retirement Planning
We specialise in retirement planning solutions to help clients achieve financial security in their later years. Our services include pension reviews, income projections, and tax-efficient withdrawal strategies. With decades of experience, we help clients navigate complex retirement regulations and create sustainable income streams that support their desired lifestyle.
People
Robert Boag
Founder
Robert established the business in 1988 after gaining extensive financial services experience. He maintains a commitment to personal client relationships while combining resources with St. James's Place Wealth Management to deliver comprehensive financial solutions.
Ian Boag
Founder
Ian founded the business in 1988 following years of experience in financial services. He established the company's ethos of long-term client relationships and personal service, which continues to guide our approach to wealth management.
Questions
What financial services do you offer?
We provide wealth management, investment planning, retirement solutions, mortgage advice, and protection planning tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate under St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.
How do you approach client relationships?
We build long-term relationships through personalized service, avoiding generic solutions to create bespoke financial strategies for each client.
What areas do you cover?
While based in Leeds, we provide financial advisory services to clients across the United Kingdom.
