Whether you are an existing client, or if you are visiting us for the first time we hope that this site gives you an understanding of our services, our key principles and what we believe sets us apart from our competitors.
We are extremely proud of our status as a firm of Chartered Financial Planners. We continue to satisfy rigorous criteria relating to professional qualifications and ethical good practice to achieve this position. It means you can be confident that you are dealing with one of the UK’s leading firms who are wholly committed to providing you with the best possible advice, service and support.
We have a Discretionary Investment Management permission, and we also act as pension Trustees for our Self Invested Personal Pensions (SIPP) and our Small Self-Administered Schemes (SSAS).
We look to build long term relationships with our clients and we hope that this site gives you the confidence to take the first steps in what we hope, and expect, to be a long and successful relationship.
If you don’t find exactly what you are looking for, please do not hesitate to contact us through either our enquiries email account, enquiries@boolers.co.uk or on the phone, 0116 240 7070.
Yours sincerely
The Boolers Partners
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