Boolers

We specialise in working with three groups of people:

1. Business owners
2. Senior Executives
3. People near retirement

That focus and expertise gives us an intimate knowledge of the things which affect our client’s financial affairs.

We are proud to be Chartered Financial Planners.

Only a small percentage of our peers have achieved this status, which is the gold standard for financial planning firms. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff, who are prepared to commitment to continuing development and adhering to a Code of Ethics.

Based in Leicester, two minutes from the M1, our team of 45 people are all focused on ensuring our clients achieve their financial goals.

Over the past 30 years, our clients have trusted us to look after over £750 million; that’s a vote of confidence of which we are very proud.

As you can see, we are larger than the average firm of advisers. This means we have the infrastructure to deliver truly compelling levels of client service and satisfaction.

But, as our client testimonials show, our size doesn’t stop us delivering adviser with the personal touch.

We like to think that’s the best of both worlds.

Who better to tell us what we do really well than our clients?

Many of our clients referred to our specialist expertise and the high standard of our advice; one even mentioned our “encyclopedic knowledge.”

Another said that our advisers offered “a real safe pair of hands” and “guided him through the fog and created a perfectly clear picture.”

The common theme though, was that our advice is always delivered in a personal and friendly way.

We are delighted to have been Highly Commended in the Retirement Planner of the Year category at the prestigious 2017 Moneyfacts awards.