How are we regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA). FCA Register number 146287.
What is the structure of the Advisor firm?
Authorised Advice: Boolers is the trading name of David Booler & Co. which is a Corporate Partnership
Trustee Services: David Booler SIPP Trustees Limited is authorised by the FCA and is a Limited Company. David Booler Trustees Limited is a non regulated firm and a Limited Company
Staff Infrastructure: The business consists of Financial Planners, specialist SIPP, SSAS, Investment and Life departments and also includes Accounts, Compliance and Business Support. Specific employee details can be found under ‘meet the team’.
FCA Status: What services is the firm permitted to undertake?
Boolers is a firm of Chartered Financial Planners, offering a full financial planning service and access to a Chartered Financial Planner. We offer a restricted advice offering when dealing with products and services. As a Chartered Institute firm, we provide a high level of skill in our selective areas of specialism.
We recognise that our specialisms lie in the following areas:
Personal Advice: Occupational Pension Transfer Specialist, Advisory or Discretionary portfolio management, Trustee investments, Inheritance tax planning
Corporate Advice: Group Protection e.g. Group Life Cover Corporate pensions, Keyman and share protection insurances
David Booler SIPP Trustees Limited: Scheme Administrator of Self Invested Personal Pensions (SIPP), Pension Trustee Services
David Booler Trustees Limited: Joint Scheme Administrator of Small Self Administered Pension Schemes (SSAS), Pension Trustee Services (SSAS)
Details of our permissions may be checked by viewing the FCA’s Register, or by calling 0800 111 6768.
Our internal complaints handling procedures for the reasonable and prompt handling of complaints are available upon request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service by contacting them on 0800 023 4567.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
If you require assistance in these areas we will be happy to refer you to another firm that will be able to provide advice.
This website and the materials contained herein are not directed at U.S. Persons.
“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. ”
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