Meet the team
Independently owned and run

Our Latest News

Market Commentary: Monthly Bulletin September 2024

October 2, 2024
Markets were mixed over the month, as China Stimulus measures helped boost Asia and Emerging market stocks. Meanwhile in the US we saw a surprising 50 basis point rate cut from the Federal Reserve which signaled to markets that the economy could be slowing. Read more

How expert advice can help your clients plan for later-life care fees

September 2, 2024
UK life expectancy is generally rising, but that could mean more years spent in ill health. From planning early to considering immediate care plans and factoring in a contingency, professional financial advice can help to ensure your clients can afford the later-life care they need. Read more

Market Commentary: Monthly Bulletin August 2024

September 2, 2024
The beginning of August has seen major equity indices fall significantly driven largely by weaker than expected US jobs data (prompting fears over a recession), the Bank of Japan unexpectedly raising interest rates for the first time in many years and weaker earnings from several ‘Big Tech’ firms. Read more

5 ways financial advice can help you manage your tax bill as a high earner

August 7, 2024
Tax is inevitable, especially as a high earner, but that doesn’t mean that you shouldn’t claim the relief you are due or look for ways to cut your tax bill 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.

 Read more

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.

 Read more

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.

 Read more

“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