"Having used many financial advisors over the years Boolers really do stand out for a number of reasons. As a result I look forward to a long and fruitful relationship with Boolers for many years to come."
Adrian Brant
IT Consultant
Adrian Brant
IT Consultant
Our experience of dealing with insurance companies, investment houses and banking institutions has led us to understand the frustration that can be felt when companies do not deliver. Boolers differentiate themselves in a number of ways:
Approach
- We provide a non-sales driven and professional service to clients. This is achieved by having a Support Staff / Advisor ratio far higher than the industry average.
- We set high standards which are regularly reviewed and monitored.
Communication
- We are upfront about the work we do. All client meetings are recorded with meeting notes, which are sent out to all parties within 5 working days, keeping everyone fully informed of discussions and subsequent advice.
Experience
- We have specialised in advising high net worth individuals, business owners and corporate clients for over 25 years. Over time we have become a known and trusted part of their financial planning process.
Expertise
- The need for technical specialist advice is paramount and those setting out their stall as specialists must be just that. We have dedicated Pension and Investment specialists with over 300 years of combined industry experience.
Ongoing Service and Support
Under our standard service agreement clients receive:
- Ongoing advice and guidance from their Financial Planner.
- An annual face to face review meeting with their Financial Planner.
- Unlimited and direct access to their own dedicated Pensions and / or Investment administrator.
- 6 monthly (In-house) newsletter.
- In addition a bespoke service package is also available.
