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Boolers SIPP Focus

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Boolers SSAS Focus

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Latest News

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Why you should be careful if you own a cash-rich business in 2021

15 Jan 2021

The government's Covid support packages might have helped make 2020 more manageable for your business. But be wary of heading into 2021 cash-rich

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5 financial new year’s resolutions for 2021

15 Jan 2021

As we head into a new year, now is a great time to make some financial new year's resolutions. Here are five to consider, plus how to keep them.

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Market Commentary: Monthly Bulletin December 2020

05 Jan 2021

Whilst not as rewarding as November, equity markets continued their move higher last month allowing us to wave goodbye to a difficult year on a positive note.

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Teaching your clients the value of intergenerational planning

10 Dec 2020

Getting to grips with intergenerational planning and the complexities of Inheritance Tax liabilities can be tricky. Here’s what your clients need to know.

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4 reasons why stopping pension contributions can have a huge long-term impact on your clients

10 Dec 2020

Coronavirus has forced many UK workers to halt pension contributions this year. Here’s why your clients need to restart them as soon as they can.

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How to make sure your investments are working for you

10 Dec 2020

Low interest rates mean your savings might not be keeping pace with inflation. Investments might be the answer, but how do you ensure they are working for you?

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4 signs you’re overdue a financial check-up

10 Dec 2020

Annual reviews are important to ensure your plans are still on track, but there are other signs that you might be due a financial check-up. Here are four of them.

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“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

How can we help?

To arrange a free consultation or for further information
call 0116 2407070 or email enquiries@boolers.co.uk

We are a leading UK firm of financial advisers specialising in SIPP & SSAS pensions and investments, offering advisory services to clients in Leicester and throughout the midlands. Our Privacy Policies Sitemap Boolers is the trading name of David Booler & Co : VAT No : 399 5896 54
David Booler & Co of 9 Grove Court, Grove Park, Enderby, Leicester, LE19 1SA is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 146287. You can check this by looking on the FCA’s Register which can be accessed via their website please click here.
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