Empowering Smiles, Enhancing Lives
Who We Are
At Boote Financial Planning, we are a team of experienced and highly qualified professionals who are dedicated to helping our clients build, manage, and protect their wealth. With our passion for delivering exceptional service, we strive to make a positive impact in the lives of our clients.
What We Do
As a financial planning business, we focus on helping you understand and plan for your financial future. We take the time to understand your unique circumstances, goals, and priorities to tailor a personalized financial plan that meets your needs. Whether you're looking to invest for the future, plan for retirement, or ensure the financial security of your loved ones, we have the expertise and experience to guide you every step of the way.
How We Do It
At Boote Financial Planning, we pride ourselves on providing a bespoke service that is tailored to each client's individual needs. From the initial consultation to the ongoing management of your financial affairs, we take the time to listen, advise, and guide you through the complex world of financial planning. With our comprehensive understanding of the financial sector and our commitment to delivering exceptional service, we ensure that our clients receive the highest level of advice and support throughout their financial journey.
What Our Clients Say
We are proud to say that our clients have been deeply satisfied with the services we provide. They appreciate our friendly, approachable nature, our ability to explain complex financial concepts in a clear and concise manner, and our dedication to ensuring that their financial needs are met and exceeded. Here are just a few quotes from our valued clients:
- "We feel that Dan always puts our interests first and we value his advice. We find that the annual visit makes sure we regularly re-assess our financial requirements, but know that Dan is always available as required." Finance Supervisor, Banbury
- "Dan Boote has been looking after my financial affairs for about 10 years. I have always found Dan's depth of knowledge remarkable and he is always able to make his recommendations easy to understand, and even in these turbulent times, very beneficial." Terry Broom, Company Director, Cheltenham
Get in Touch
At Boote Financial Planning, we are committed to delivering exceptional service and supporting our clients every step of the way. If you have any questions or would like to learn more about our services, we would be delighted to hear from you.
Overall Satisfaction
The reviewers are extremely satisfied with the services provided by Dan and his team at Boote Financial Planning. They appreciate the professional, personalized, and trustworthy approach taken by Dan in managing their finances and investments.
Key Strengths
- Trustworthiness: Reviewers praise Dan for being trustworthy, reliable, and always having their best interests at heart.
- Personalized Service: Dan is commended for providing a personalized service, taking the time to understand his clients' needs and circumstances, and offering tailored advice.
- Expertise: Reviewers appreciate Dan's extensive knowledge and expertise in the field of financial planning and investments.
- Communication: Dan is praised for his excellent communication skills, being approachable, and always available to answer questions and provide guidance.
Notable Mentions
- Yearly Reviews: Reviewers appreciate the comprehensive and informative yearly reviews conducted by Dan, which help them stay on top of their finances and investments.
- Teamwork: The teamwork and collaboration between Dan and his team, particularly Jo, are highlighted as a strength of Boote Financial Planning.
