Boolers
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
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Long term care
- Long term care
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Carole Waghorne APFS
Business Owner & Chartered Financial Planner
Qualifications & Accreditations
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
Chris Ball
Business Owner & Financial Planner
Qualifications & Accreditations
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
AF2 - Business Financial Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to business.
Michelle Mason
Financial Planner
Qualifications & Accreditations
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Richard Borrington
Business Owner & Financial Planner
Qualifications & Accreditations
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Sophie McIntyre
Financial Planner
Qualifications & Accreditations
CeLTCI - Certificate in Long-Term Care Insurance (IFS)
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Accreditations
Simon Woodhead
Chartered Financial Planner
Qualifications & Accreditations
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Accreditations
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."
"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!"
"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."
"At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!"
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.
Similar advisers near you
Award winning independent financial advice from of the UK’s leading Chartered Financial Planners, conveniently located on the edge of Leicester.
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
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