We are a leading UK firm of Pension Scheme Specialists and Wealth Managers with over £900 million of clients’ assets under administration*
As a Chartered firm of Financial Planners we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. 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.
When dealing with Boolers you have peace of mind that your finances are being managed by a firm that has;
Experience
Having welcomed clients since 1983 we have sought, and succeeded, to create long term relationships based on trust, professionalism and service
Financial Strength
Dealing with one of the UK’s largest independently owned Financial Planning firms gives you a level of security that is difficult to find elsewhere
Expertise
We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status
*As of June 2019
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Meet the Boolers team
“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. ”
