Restricted - Whole of Market  Boolers, Leicestershire, Leicester, LE19 1SA
FCA authorised
Last authorised 18th October 2021
Chartered Financial Planners for business owners, senior executives & people near retirement. ‘Highly-Commended’ Retirement Adviser of the Year Moneyfacts Awards.
We can advise you on
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Lump sum
Critical illness
Income protection insurance
Life insurance
Capital gains tax
Estate planning
Income tax
Group Pension/Stakeholder
Meet our advisers
MRS Carole Waghorne APFS
Business Owner & Chartered Financial Planner
MR Simon Woodhead
Chartered Financial Planner
MR Richard Borrington
Business Owner & Financial Planner
MR Chris Ball
Business Owner & Financial Planner
MRS Sian kent FPFS
Financial Planner
MR John Allen DipPFS
Financial Planner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Online (Live chat, video, email)
  • icons
    Face to face

Boolers, 9 Grove Court, Grove Park, Enderby, Leicestershire, Leicester, LE1 3BH

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