We are dedicated to stewarding your wealth in line with your personal circumstances. Putting you first is core to our culture and enables us to provide a client focussed approach, we do this by:
Understanding your circumstances, your objectives and your attitude to risk
We work hard to ensure that we fully appreciate what it is that you want to achieve, before we establish a strategy to make it happen.
Keeping you informed
After each meeting your Financial Planner will provide a detailed meeting note highlighting your objectives and confirming the action points moving forward.
Building personal relationships
We don’t believe in automated answer phone messages and when you want to contact us, you will speak one of our highly trained team straight away.
Meeting each year
We enjoy taking the opportunity to review your finances regularly so that we can continue to provide the best possible advice and support; adapting our recommendations as your circumstances change.
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“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. ”
