Like most people I imagine my understanding of the ever mounting pension information was a complete fog of confusion. However I am pleased to say over the past 2 years dealing with Boolers it has become much clearer, I now know in detail what it all means to me and my future retirement. For this I have to thank Michelle Mason who has, in a very personal and friendly way guided me through the fog and created a perfectly clear picture, which now makes complete sense to me. If it were not Michelle’s ability to translate & communicate the wealth of information into layman’s terms I would still be filing the pension correspondence on the shelf assuming it was all ok!
At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!
Boolers have always provided us with an excellent service. There are no improvements we could suggest to an already brilliant service. We have known Richard Borrington for many years now. He has always been courteous and knowledgeable. The team he works with have been likewise, and have provided a service and advice second to none. We feel very safe in the hands of Boolers and all their staff.
I have always found the quality of advice, technical knowledge and level of service is second to none.
I found the meeting extremely useful and informative. Clearly as an organisation, you have an encyclopaedic knowledge of the workings of the Pensions market. The analysis report that I have received from yourselves ... Was once again, illuminating and highly informative. Once again, may I reiterate my thanks for the service and advice, you have given me to date
Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.
Boolers have been providing us with an Excellent service for over 10 years, The advice is very solid, the service has always been excellent and the Boolers team very helpful and efficient
Boolers provided excellent advice when we needed it most.
Simon has been my pensions adviser on my SSAS for nearly 20 years now. He is personable and professional and his advice over the years has proved to be invaluable. I feel secure in the knowledge that his advice has always had my best interests at heart and I would not hesitate in recommending him to anyone looking for financial advice.
The advice and support provided by Michelle on both my Sipp Pension and personal investments has been extremely professional giving confidence going forward for both me and my family. The Boolers investment team, supported by the Pershing Organisation, has skilfully managed my Funds during difficult and testing times but continued to provide that all important confidence during such times.
Boolers were superb in guiding us through the steps needed to setup our auto enrollment pension scheme. They provided clear helpful advice and a range of options that were suitable for Go Incremental - a great all round service.
Meeting with Sophie was very effective, she is always most helpful and knowledgeable.
A clear focus and strategy individually tailored to client needs and aspirations. You never feel you are getting generic advice and recommendations. The service is very impressive. Chris Ball is very thorough and down to earth in making sure all bases are covered and explained in a clear and comprehensible manner
Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.
Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout.