- Independent Financial Advisors founded in 1983.
- Pension
Scheme Trustees, with over 800 Self Invested pension schemes in place.
- Over £500
million of assets under management.
- Specialists in advising high
net worth individuals, business owners and corporate clients.
- Based
in Leicester, with geographical exposure throughout the Midlands and
London.
Established in Leicester in 1983 by David Booler, the practice evolved into a partnership some 7 years later with the introduction of David Ball.
For the next 8 years the practice continued to expand its base at its Charles Street premises and then in 2002, 3 new partners were appointed.
A need for additional space saw the business moving to its purpose built offices in 2007, with the four partners practising what they preached by purchasing the firm’s premises through Self Invested Personal Pensions (SIPP).
There have been many significant changes to our marketplace and although the business has grown, 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.
How are we regulated?
We are authorised and regulated by the Financial Services Authority (FSA). FSA Register number 146287.
What is the structure of the Advisor firm?
| Authorised Advice: | Boolers is the trading name of David Booler & Co. and a Partnership |
| Trustee Services: | David Booler SIPP Trustees Limited is authorised by the FSA and a Limited Company David Booler Trustees Limited is non regulated and a Limited Company |
| Staff Infrastructure: | The business is made up of specialist Investment, SIPP, SSAS and Life departments. Specific employee details can be found under meet the team |
FSA Status: What services are the firm permitted to undertake?
The various elements of Boolers are authorised
to work in the following areas:
Boolers Authorised Advice:
| Personal Advice: | Authorised Occupational Pension transfer specialist Advisory or discretionary portfolio management Trustee investments Inheritance tax planning |
| Corporate Advice: | Group Protection e.g. Group Life Cover
Corporate pensions Keyman and share protection insurances |
David Booler SIPP Trustees Limited:
| Administrator of Self Invested Personal Pensions
(SIPP) Pension Trustee Services (SIPP) |
David Booler Trustees Limited:
| Administrator of Small Self Administered Pension Schemes (SSAS) Pension Trustee Services (SSAS) |
Details of our permissions may be checked by viewing the FSA’s Register, which can be accessed via their website www.fsa.gov.uk/Pages/register or by calling 0845 606 1234.
What areas doesn’t the company specialise in?
Mortgages
General insurance
Mission Statement
Boolers are committed to delivering innovation, integrity and reliable service, adding genuine value to both protect and enhance our clients’ wealth.
