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, firstname.lastname@example.org or on the phone, 0116 240 7070.
The Boolers Partners
“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. ”