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At Boolers, we pride ourselves on being a leading UK firm of Pension Scheme Advisors and Wealth Managers, helping individuals and businesses achieve their financial goals for over 35 years. Our team of expert advisors and administrators are dedicated to providing a first-class service to our clients, tailoring our advice to their unique needs and circumstances.
Our Services
We offer a comprehensive range of financial services, from pension planning to investment management. Our services are designed to help individuals and businesses achieve their financial objectives, whether that be saving for retirement, growing your wealth, or protecting your family's financial security. Our expertise includes:
Pension Planning
We have extensive experience in providing independent pension advice to individuals and businesses, helping them to make informed decisions about their retirement savings. Our services include:
- SIPP (Self-Invested Personal Pension) advice, focusing on the benefits of a SIPP and the range of investment opportunities available
- SSAS (Small Self-Administered Scheme) advice, helping individuals and businesses to pool their assets and achieve their retirement goals
- Pension Transfers, providing guidance on the best course of action for individuals considering transferring their pension
Wealth Management
Our Wealth Management service offers a bespoke investment approach, tailored to our clients' individual needs and risk tolerance. We provide investment advice on a range of assets, including:
- Shares and equities
- Bonds and fixed-income securities
- Commodities and alternative investments
- Commercial property and property-related investments
Corporate Financial Planning
As a business owner, navigating the complexities of corporate finance can be challenging. Our Corporate Financial Planning service is designed to help businesses of all sizes, providing guidance on:
- Financial planning and strategy
- Cash flow and funding
- Investment and risk management
- Tax and estate planning
Why Choose Boolers?
At Boolers, we pride ourselves on providing a professional, bespoke service that is tailored to our clients' individual needs. Our experienced advisors and administrators are dedicated to delivering outstanding customer service, and our extensive knowledge of the financial markets ensures that our clients have access to the best possible advice and guidance.
About Our Team
Our team of expert advisors and administrators are dedicated to providing a first-class service to our clients. With a wealth of experience in pension planning, investment management, and corporate financial planning, our team is well-equipped to help individuals and businesses achieve their financial goals.
Customer Experience
The reviews highlight the exceptional customer experience provided by Boolers, a financial advisor. The reviewers praise the company's ability to provide impartial and personal advice, tailoring their strategies to individual clients' needs. The staff are described as friendly, approachable, and professional, with one reviewer emphasizing their willingness to listen to customers and build a strategy with them.
Services
The services offered by Boolers are also commended. Reviewers appreciate the solid information provided on investments, regular updates on their finances, and exemplary service. The company's expertise in the pension field is particularly highlighted, with one reviewer singling out the excellent advice given by Simon Woodhead and Chris Ward.
Communication
Communication is another area where Boolers excels. Reviewers praise the company's clarity in explaining complex financial information, taking the time to understand individual clients' needs, and providing regular updates on their finances.
Exceptional Cases
Not all reviews are glowing, however. One reviewer, Darryl Powell, reports a grave error made by Boolers with their pension scheme, which they later admitted fault but did not address effectively.
