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
Services
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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.
Why choose a Chartered Planner
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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.
Welcome to Boolers
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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.
Why Boolers
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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.
The Advice Process
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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.
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