David Ball
Boolers are specialist Independent Financial Advisors, our expertise is focused in three areas:
• Pension consultancy
• Self Invested Pension administration, advice and trustee services (SIPP
& SSAS)
• Investment advice and Inheritance Tax Planning
We offer these services on a fee basis as we have no desire to 'sell' products, our focus is to provide appropriate, considered and professional advice.
Financial planning at all levels has evolved over the last two decades. I have watched industry standards improve across a wide range of areas from the cost of acquisition, the transparency of advice through to the technical knowledge displayed by financial advisors.
On every level the consumer has come to expect better and more consistent standards. We have positioned our firm to try and lead in all of these areas. Starting with our range of self invested pension arrangements, through the levels of different investment management we provide and ending with our service to groups of employees within the employee benefit world.
Our regulator, the Financial Services Authority, is constantly trying to set higher standards. We believe in working to these standards with an objective to improve wherever possible. This message is endorsed throughout our website and hopefully gives a flavour of our commitment to clients. Our main objective is to keep clients for the longer term to help steward their finances and create innovative planning with a crisp delivery.
Clients both old and new can expect a high standard of service delivered at a fair price in a timely fashion. We look forward to working with new clients with the clear objective that we wish to create a long term relationship.
*David John Ball Ltd is a Partner of Boolers
