Team Members Archive - Boolers

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Alex Williams

Deputy SSAS Team Leader

Tel: 0116 2407267

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Alice Morris

Client Management Team Leader

Tel: 0116 2407081

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Alison Bourne

HR Assistant

Tel: 0116 2407064

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Alison Wheatley

SSAS Accounts Executive

Tel: 0116 2407084

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Aliya Shkukani

Compliance Assistant

Tel: 0116 2407268

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Aman Hulait

Client Manager

Tel: 0116 2406971

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Ami Dewick

Pension Manager's Assistant

Tel: 0116 2407090

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Amy Pearson

SIPP Accounts Executive

Tel: 0116 2407097

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Andrew Hodges

Compliance Manager

Tel: 0116 2407264

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Anees Makda

Investment Manager

Tel: 0116 2406977

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Arti Mistry

Paraplanner

Tel: 0116 2406984

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Bina Agheda

Paraplanner

Tel: On Maternity Leave

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Blake Beardsley

Business Owner & Head of Operations

Tel: 0116 2407079

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Carole Waghorne

Business Owner & Chartered Financial Planner

Tel: 0116 2407093

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Caroline Athey

HR Manager

Tel: 0116 2407088

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Cassandra Abbott-Linfield

Client Manager

Tel: 0116 2407067

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Charlie Yates

Assistant Financial Planner

Tel: 0116 5022343

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Charlotte Potter

SSAS Accounts Executive

Tel: 0116 2407068

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Chloe Taylor

Client Manager

Tel: 0116 5022341

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Chris Ball

Business Owner & Chartered Financial Planner

Tel: 0116 2407087

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Chris Ward

Associate & Pensions Manager

Tel: 0116 2407092

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Claire Potter

Receptionist

Tel: 0116 2407072

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Das Gakhal

Finance Director

Tel: 0116 2407262

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Diana Babington

SSAS Accounts Executive

Tel: 0116 2407075

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Dijana Knezevic

Client Manager

Tel: 0116 2407063

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Duncan Pickering

Investment Manager

Tel: 0116 2407060

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Emma Raine

Chartered Financial Planner

Tel: 0116 2407263

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Gavin O’Neill

Business Owner & Chartered Financial Planner

Tel: 0116 2407076

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Holly Royal

SIPP Accounts Executive

Tel: 0116 2407095

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Joan Higginson

Client Manager

Tel: 0116 2407085

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Jodie Wallace

SIPP Accounts Executive

Tel: 0116 2406986

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John Allen

Business Owner & Chartered Financial Planner

Tel: 0116 2407070

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Jon Richards

SSAS Account Executive

Tel: 0116 2407089

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Julie Herbert

Office Manager's Assistant

Tel: 0116 2406978

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Justyna Barucha

Client Manager

Tel: 0116 5022344

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Kate Fish

Deputy SSAS Team Leader

Tel: 0116 2407269

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Katherine Riley

Client Manager

Tel: 0116 2407066

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Larisa Skists

Client Manager

Tel: 0116 2406975

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Laura Mitchell

SSAS Accounts Executive

Tel: 0116 2407091

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Linda Smukste

SIPP Accounts Executive

Tel: 0116 2407096

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Lisa Wright

Trainee SIPP Accounts Executive

Tel: 0116 2406982

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Louise Hazelman

Office Manager

Tel: 0116 2407082

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Louise Hoare

SSAS Accounts Executive

Tel: 0116 2406981

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Lucy Barwell

Trainee Accountant

Tel: On Maternity Leave

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Lucy White

Client Management Administrator

Tel: 0116 2407265

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Lucy Young

Accounts Administrator

Tel: 0116 2407261

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Magdalena Dyczkowska

SIPP Accounts Executive

Tel: 0116 2406985

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Marcus Flint

Assistant Financial Planner

Tel: 0116 2406989

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Maria Ranger-Holt

SIPP Team Leader

Tel: 0116 2407069

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Matthew Estevez

SIPP Accounts Executive

Tel: 0116 2407061

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Michael Hall

Client Management Deputy Team Leader

Tel: 0116 2407074

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Morgan Jarvis

Trainee Paraplanner

Tel: 0116 5022346

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Nicola Askins

Receptionist

Tel: 0116 2407071

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Nina Ljuna-Dobby

Client Manager

Tel: 0116 2407078

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Prabhdeep Gill

Investment Manager

Tel: 0116 2407077

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Rekha Mistry

Accounts Assistant

Tel: 0116 2407073

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Richard Borrington

Business Owner & Financial Planner

Tel: 0116 2406988

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Sadie Baldwin

Trainee SSAS Accounts Executive

Tel: 0116 5022356

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Sam Hubbert

Financial Planner

Tel: 0116 2407080

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Sam Wain

SIPP Accounts Executive

Tel: 0116 2407099

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Sarah Makosch

Deputy SIPP Team Leader

Tel: 0116 2407094

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Sarah McMullan

SSAS Team Leader

Tel: 0116 2406970

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Scott Collins

SIPP Accounts Executive

Tel: 0116 2406973

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Sean Lashley-Wright

Client Manager

Tel: 0116 2406987

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Siân Kent

Chartered Financial Planner

Tel: 0116 2407065

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Simon Watts

Associate & Senior Investment Manager

Tel: 0116 2406983

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Simon Woodhead

Chartered Financial Planner

Tel: 0116 2407266

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Sophie Mcintyre

Head of Paraplanning & Research

Tel: 0116 2407260

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Stacey Weston

SIPP Accounts Executive

Tel: 0116 2406976

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Stephen White

Client Manager

Tel: 0116 2407086

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Stewart Wale

Compliance Assistant

Tel: 0116 2407268

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Toby Maxted

Client Manager

Tel: 0116 240 7083

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Tom Goodman

Chartered Financial Planner

Tel: 0116 2406974

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Tom Haynes

Management Accountant

Tel: 0116 2406972

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Tom Joynes

SSAS Accounts Executive

Tel: 0116 2406979

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“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.”

Jared Mitchell
Managing Director, Morecrofts

“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. ”

David & Heather Purdey