The world continues to move at a fast pace and financial markets are no exception to this. The need to monitor investments regularly cannot be underestimated and our Discretionary Investment Management service enables us to react quickly to any changes in the global financial markets, economies or asset classes.
We have model investment portfolios which are risk rated and can be invested for capital growth, income, or a combination of the two. Our Investment Committee follows an active investment management style, aiming to outperform relevant benchmarks, rather than merely following a certain index up or down, in a passive manner.
Before we invest any of your money it is essential that we have a thorough understanding of your expectations of investment risk and return. Your Financial Planner will establish what your aims and objectives are for your investments, before our Investment Team produce a personalised investment proposal.
Due to the number of holdings within our discretionary portfolios, and in order to avoid over diversification, there is a minimum investment of £100,000 for this service.
Boolers have successfully managed client money for 40 years. Our Investment Managers collectively have over 80 years’ financial services experience and hold specialist discretionary investment management qualifications.
You will be dealing with one of the largest independently owned Chartered Financial Planning firms and can take comfort that we are not subject to any external influences when considering investment opportunities.
Putting you first is core to our culture and annual face to face meetings enable us to provide a client focused approach. You will have access to a named Financial Planner, Investment Manager and our Investment Support team. By combining advice and management functions in house you benefit from a cohesive strategy for your wealth management.
If you are looking for discretionary investment management services in Leicester, contact Boolers today and one of our financial advisers will be available to discuss your circumstances and provide you will investment advice based on your expectations of investment risk and return.
“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. ”