Whilst we can’t help you decide if you want to spend your days playing golf or travelling the world, we can help you with the questions you are likely to ask of your finances.
We will help you devise a retirement plan that will aim to give you the disposable income you need, when you need it, making the best use of your pension funds and personal wealth to deliver this tax efficiently.
If you approaching retirement and are facing any of the questions above, please feel free to contact us today.
“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”
“I have always found the quality of advice, technical knowledge and level of service is second to none. ”
“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”
“Boolers provided excellent advice when we needed it most.”
“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. ”