Boag England Financial Planning

Boag England Financial Planning LLP is a family-run business based in Leeds, providing a wide range of services to clients across the UK. We take great pride in delivering a personalised service and offering the utmost care to our clients.

Who We Are

Founded by Ian Boag in 1988, Boag England Financial Planning has maintained a steadfast commitment to offering exceptional financial advice tailored to each client's unique needs. Our firm belief is that every client deserves a personal, long-term focus on their financial affairs.

As a Partner Practice of St. James's Place Wealth Management, we combine the advantages of a small business's personalised service with the extensive resources of a large organisation. This partnership enables us to deliver superior financial outcomes for our clients while ensuring our firm's continued success.

Services We Offer

At Boag England Financial Planning, we specialise in providing high-quality advice on various aspects of wealth management. Our goal is to work with you to realise your financial aspirations.

*Wealth Management:* Our experts help you create a customised strategy for building, accumulating, safeguarding, and preserving your wealth. We offer a range of products and services expertly curated to suit your individual needs.

*Investments:* Our professional guidance covers investment strategies, product selection, and portfolio management. We focus on long-term growth and income generation, tailoring solutions that reflect your financial goals, risk tolerance, and investment horizon.

*Retirement Planning:* We assist clients in planning for a comfortable retirement through pension planning, annuity purchases, and alternative retirement income options.

*Tax Efficiency:* Our experts devise strategies to maximise your tax efficiency and reduce potential tax liabilities. This includes tax-efficient investments, income planning, and inheritance tax planning.

*Protection Planning:* We believe in shielding your family, business, and wealth from unexpected events. Our advisers can tailor solutions that offer adequate protection, providing peace of mind and financial security.

*Estate Planning:* We work closely with clients to develop comprehensive strategies for preserving and transferring wealth. This encompasses inheritance tax planning, trusts, and estate administration.

Working With Us

At Boag England Financial Planning, we offer bespoke solutions rather than 'off-the-shelf' products. We place our clients at the heart of everything we do and aim to establish long-term, trusted relationships.

If you're seeking financial advice to discuss your financial requirements in more detail, please don't hesitate to get in touch.