Boolers

Financial Adviser (Restricted Whole of Market) Boolers, 9 Grove Court, Grove Park, Enderby, Leicestershire, Leicester, LE19 1SA
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
13th August 2018
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
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Carole Waghorne APFS
Business Owner & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Ball
Business Owner & Financial Planner
Michelle Mason
Financial Planner
Richard Borrington
Business Owner & Financial Planner
Sophie McIntyre
Financial Planner
Accreditations
Chartered Financial Planner
Simon Woodhead
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
"A clear focus and strategy individually tailored to client needs and aspirations. You never feel you are getting generic advice and recommendations. The service is very impressive. Chris Ball is very thorough and down to earth in making sure all bases are covered and explained in a clear and comprehensible manner."
Andy Gray ASA Judicial Commissioner and Head of Sports Law Programmes, De Montfort University, Leicester
"Like most people I imagine my understanding of the ever mounting pension information was a complete fog of confusion. However I am pleased to say over the past 2 years dealing with Boolers it has become much clearer, I now know in detail what it all means to me and my future retirement." "For this I have to thank Michelle Mason who has, in a very personal and friendly way guided me through the fog and created a perfectly clear picture, which now makes complete sense to me. If it were not Michelle’s ability to translate & communicate the wealth of information into layman’s terms I would still be filing the pension correspondence on the shelf assuming it was all ok!"
Richard Whitmore Director of Checkland Kindleysides, Leicester
"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, I would have no reservations whatsoever about recommending there services for individuals or business in terms of good solid support in the investment and pension sectors."
Jared Mitchell, Managing Director, Morecrofts, Derby
"At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!"
Beverley Merrell, Partner BHW Solicitors, Leicester
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Boolers is the trading name of David Booler & Co

David Booler & Co of 9 Grove Court, Grove Park, Enderby, Leicester, LE19 1SA is authorised and regulated by the Financial Conduct Authority

Our FCA Register number is 146287

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