Meet the team
Independently owned and run

Our Latest News

Market Commentary: Monthly Bulletin June 2024

July 2, 2024
Markets were mixed over the month, with US technology stocks outperforming, followed by Asia/Emerging market equities due to better-than-expected economic data from China. Read more

Revealed: What your clients mean by “value” in financial advice

June 21, 2024
As consumers, we all interpret “value” differently, but understanding what your clients mean by great value advice is key to helping them reach their goals Read more

3 simple financial tips if you never want to retire

June 21, 2024
According to a recent survey, around 1.5 million UK workers plan never to retire. If this includes you, here are three important implications to consider now. Read more

Market Commentary: Monthly Bulletin May 2024

June 3, 2024
As we approach the mid-point of the year, equity markets have continued to deliver competitive returns for investors. Read more

Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

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.

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Nearing retirement

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.

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“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.”

Jared Mitchell
Managing Director, Morecrofts

“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. ”

David & Heather Purdey