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.
“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. ”