For those who wish to have professional support when managing their money, we offer both Advisory and Discretionary Investment Management throughout Leicester and surrounding areas. We utilise leading custodian bank and investment institutions, whilst maintaining all investment decisions in house.
We provide financial advice to Individuals, Companies, Pension schemes (including SIPP & SSAS), Trusts and Charities. Our Financial Planning and Investment Teams work together to create wealth management solutions for those seeking capital growth, investing for income or looking to protect wealth for future generations.
“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. ”