We know the pressures of work, and developing your career, can mean it is hard to find time for financial planning.
Nevertheless, if you are to achieve your financial aspirations, planning is crucially important.
To make life easier we’ll do everything we can to fit around your schedule, and are happy to take advantage of technology to hold ‘virtual’ meetings.
We will help you solve any short-term issues or concerns, while understanding your longer term financial priorities and putting a plan in place to achieve them.
Identifying tax-efficient solutions to ensure that you can put more of your money toward meeting your objectives.
Making sure that your financial dependents are protected should something happen to you, your partner or your spouse.
Helping you to understand your retirement objectives and what you need to do to achieve them. View Video.
Reviewing money you hold on deposit with a view to improving returns and, ideally, stay ahead of inflation. View Video.
Reviewing your investments to ensure they are held as tax-efficiently as possible, in an environment where charges are fair and that you are taking an appropriate level of risk. View Video.
Helping you to plan for the future capital requirements of your children. Ensuring that should they need private education, or help with the cost of university or housing the necessary capital is available.
Ensuring that your affairs are well organised so that should you die unexpectedly, your assets are distributed according to your wishes and that as little tax as possible is paid by your beneficiaries. View Video.
Here to help
If you would like to understand more about how we can help you, please do not hesitate to get in touch.
Call us on 0116 2407070 or click here to complete our online enquiry form.
“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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