Welcome

Sharing a wealth of wisdom

ESTABLISHED
The business has grown & developed since the firm was founded in 1983. There have been been many significant changes to our marketplace, but our original ideals have remained intact. We continue to nurture long term relationships with clients by offering value, together with a professional and friendly service.

INDEPENDENT
We strongly believe that best advice is independent advice, unaffected by outside influences. We are not tied to any other organisation and therefore can deliver truly independent, best advice to our clients. This independence is backed by a fee charging structure for most of our activities and fee options are always available.

EXPERT
Our highly qualified and experienced partners and staff are able to provide individually-tailored solutions to most financial planning problems.

Our expertise is focused in three areas:

* Pension solutions for individuals
* Pension solutions for directors and businesses
* Investment management services

Individual clients may require a review on one key financial planning area, or benefit from a complete financial planning assessment and plan. Corporate clients will benefit from solutions to their employee benefit needs. Our investment advice and management services are of interest to private individuals, pensions and trusts.

ACCESSIBLE
As a firm we believe in working with other professional firms, and principally accountants and solicitors, as the combination of professional inputs leads to accurate solutions and accountability. We are based in Leicester, but our clients and our introductory relationships are widely spread throughout the UK.

Above all, Boolers places the utmost importance on building long term client relationships by offering superior and highly personalised services.