Business Details
43 Years
experience
Expert Financial Advisers in Leicester
Established in 1983, Boolers has built a reputation as a leading UK firm of pension scheme advisors and wealth managers, offering tailored financial solutions to individuals and businesses. Our team of chartered financial planners combines decades of experience with a client-centric approach, specialising in Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS), and comprehensive wealth management strategies. Regulated by the Financial Conduct Authority and consistently ranked among the top financial advisory firms, we prioritise transparency, ethical practices, and long-term client relationships.Our commitment to excellence is reflected in our ISO-certified processes, industry accolades, and the trust placed in us by clients who have worked with us for over 30 years. We pride ourselves on simplifying complex financial landscapes, ensuring our clients achieve their retirement goals while maintaining full compliance with evolving regulatory standards.
Services
SIPP Advice
SSAS Planning
Pension Transfers
Wealth Management
Inheritance Tax Planning
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience in pension and wealth management.
- Our team includes multiple Chartered Financial Planners.
- We offer bespoke solutions tailored to individual client needs.
- We maintain transparent fee structures with no hidden costs.
- We are regulated by the Financial Conduct Authority and ISO certified.
Associations and certifications
- Financial Conduct Authority
- ISO 9001
What people say
Excellent service
Highly professional
Clear communication
Trusted adviser
Long-term relationships
Services
SIPP Advice
Self-Invested Personal Pension schemes offer clients control over their retirement investments. We guide individuals through SIPP setup, investment options, and tax-efficient strategies, ensuring alignment with long-term financial goals while leveraging our expertise in regulatory compliance and market trends.
SSAS Planning
Small Self-Administered Schemes provide businesses with flexible retirement solutions. Our specialists help clients establish SSAS, navigate lending facilities, and diversify investments, combining strategic pension management with corporate financial planning to maximise growth and tax benefits.
Wealth Management
Our discretionary and advisory investment services focus on capital growth and income generation. Utilising leading custodian banks and in-house expertise, we create diversified portfolios for individuals, companies, and trusts, balancing risk management with long-term wealth preservation goals.
Inheritance Tax Planning
We develop tailored strategies to minimize inheritance tax liabilities through trusts, pension structures, and strategic asset allocation. Our approach ensures wealth preservation for future generations while maintaining compliance with evolving tax regulations and client-specific circumstances.
Pension Transfers
We advise on consolidating pensions through SIPP or SSAS transfers, assessing risks and opportunities. Our process includes detailed analysis of existing schemes, cost comparisons, and recommendations to enhance retirement outcomes while prioritising regulatory compliance and client objectives.
People
Carole Waghorne
Business Owner & Chartered Financial Planner
With over 20 years in financial services, Carole specialises in retirement planning and tax-efficient investments, combining strategic insight with a commitment to delivering client-focused solutions in line with FCA regulations.
Chris Ball
Business Owner & Chartered Financial Planner
A trusted adviser for over 25 years, Chris focuses on pension schemes and long-term investment strategies, maintaining a client-first approach that has earned multiple industry recognitions and enduring partnerships.
Gavin O'Neill
Business Owner & Chartered Financial Planner
Gavin brings expertise in corporate pension solutions and SSAS structures, helping business owners optimise retirement savings while aligning with broader financial planning objectives through innovative, compliant strategies.
John Allen
Business Owner & Chartered Financial Planner
Specialising in complex pension transfers and wealth preservation, John has guided clients through regulatory changes for over 30 years, ensuring tailored solutions that balance growth with risk management.
Richard Borrington
Business Owner & Financial Planner
Richard focuses on intergenerational wealth planning and tax mitigation strategies, combining technical expertise with clear communication to help clients achieve both personal and corporate financial objectives.
Questions
What makes Boolers different from other financial advisers?
Our combination of chartered status, ISO certification, and 40+ years of pension-specific expertise ensures tailored, compliant solutions focused on long-term client relationships rather than short-term gains.
What services does Boolers offer?
We specialise in SIPP and SSAS pensions, wealth management, inheritance tax planning, pension transfers, and retirement strategies, with dedicated teams for investment management and regulatory compliance.
How does the advice process work?
We begin with a detailed assessment of your financial situation and goals, followed by custom strategy development, implementation guidance, and regular reviews to ensure alignment with changing circumstances.
What are your fee structures?
Our transparent fee model includes no hidden costs, with pricing based on service complexity. We provide clear breakdowns before engagement, ensuring complete visibility of all charges.
Do your advisers hold professional qualifications?
Yes, our core team includes multiple Chartered Financial Planners and FCA-registered professionals with ongoing commitments to advanced industry certifications and continuing education.
Which areas do you serve?
While based in Leicester, we work with clients throughout the Midlands and nationally, providing remote consultations and local office meetings as required.
Videos
Reviews (5)
Oginni Hoizah
Jul 21, 2021
Report
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
Report
Boolers are my financial advisors and I have learned to trust them to give me good and impartial advice at all times. My contact there also knows my personal situation (non financial) very well and is able to tailor his advice based on this knowledge so that it is personal to me.
Barry Nuttall
Jul 31, 2019
Report
I have been a client for many years and always found that they provide solid information on investments and keep me up to date on issues that may affect my funds. Friendly, approachable staff both face to face and indirect contact.
Peter Novak
Jun 05, 2019
Report
I have known and dealt with Boolers for a long number of years and have found there service to be exemplary, what more can you ask for.
Mike Hamylton
Jan 18, 2018
Report
Excellent returns, personal, attentive and impartial advice. Boolers listen to their customers and build a strategy with you, rather than filing you into a preconceived solution.
