Working with professional firms

As a firm we believe in working with other professional firms, as the combination of specialist skills leads to a more accurate and compliant approach for clients. We respect our professional partners and their clients, with a view to building long-term relationships and promoting business opportunities, this is demonstrated by offering:


We provide support by taking away the mess of Financial Services, allowing you to concentrate on your core areas of business.


We already have a number of successful and long-term relationships in place with professional firms. Over time we have become a known and trusted part of their client proposition. References are available upon request.


The need for technical specialist advice is paramount and those setting out their stall as specialists must be just that. We have dedicated Pension and Investment specialists with over 300 years of combined industry experience.

To meet duty of care requirements, due diligence requires a professional firm to undertake a thorough investigation into their chosen specialist partners. We have produced a due diligence guide to provide further information on this area which is available on request.

If you would like to find out more about starting a professional relationship with Boolers, we would be delighted to discuss your requirements in greater detail.

Before you take our word for it, take a minute to read testimonials of those who have already benefitted from our services.