We are thrilled to reveal that Boolers has been nominated as a Finalist in the Retirement Adviser of the Year category, at the Investment Life & Pensions Moneyfacts Awards 2017.
The winner will be revealed at an event in London on 21st September.
Reacting to the news, Richard Borrington one of our Partners and Financial Planners, said: “The Moneyfacts Awards require an extremely detailed submission from us, including evidence of our knowledge, expertise and the high service levels we provide to our clients. It is consequently one of the most prestigious awards to win and we are delighted to have been nominated as a Finalist.”
“Our position on the shortlist, alongside some other excellent advisers, is testament to the hard work of the whole Boolers team. We help many clients each year plan for their retirement and enjoy the next phase of their life secure in the knowledge that their finances are in safe hands. Our position on the shortlist reflects that hard work.”
Can you spare five minutes?
The shortlisted advisers have been asked to provide testimonials from clients, which the judges will then use to decide the winner.
If you are a client of Boolers we would be very grateful if you would kindly consider submitting a testimonial, explaining how we have helped you.
You can submit your testimonial online by clicking here. It will only take a few minutes to complete.
We will of course let you know how we get on at the ceremony in September; until then, fingers crossed!
“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. ”