David Ball
This section of the website is for Accountants and Solicitors who wish to consider working with Boolers to provide solutions for their clients.
As a firm we believe in working with other professional firms, as the combination of specialist skills leads to a more accurate and compliant approach for clients.
We respect our professional partners and their clients, with a view to building long-term relationships and promoting business opportunities, this is demonstrated by offering:
Support
We provide support by taking away the mess of Financial Services, allowing you to concentrate on your core areas of business.
Experience
We already have a number of successful and long-term relationships in place with professional firms. Over time we have become a known and trusted part of their client proposition. References are available upon request.
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.
To meet duty of care requirements, due diligence requires a professional firm to undertake a thorough investigation into their chosen specialist partner, we have produced a due diligence guide to provide further information on this area which is available on request.
If you would like to find out more about starting a professional relationship with Boolers, we would be delighted to discuss your requirements in greater detail.
Before taking our word for it please read the following testimonials:
Ian Neal, Bates Weston, Chartered Accountants and Business Advisors
“Bates Weston aims to help its clients achieve their long term personal and commercial goals. That involves advising them on their personal financial strategy, particularly in regard to their pension and investment arrangements. We believe our joint venture with Boolers is intrinsic to the all round service we offer and our clients have benefited significantly from their advice.”
Chris Collier, Rawlinsons. Chartered Accountant
“We first met David Ball about 4 years ago, and were impressed with his knowledge and ability to give sensible but proactive pension advice. We believe that forming a joint venture company with Boolers has given us an additional dimension to the advice which we are able to offer our clients both in respect of Pensions and Investment Advice.”
Steve McGuinness, Spencer Hyde Accountants. Chartered Accountant
“I am writing to you once again to express my thanks and gratitude for the superb services that you and your colleagues gave me... every member of your team worked efficiently to ensure that the whole process worked in a seamless fashion... your efficiency has saved me a considerable amount of money in tax and I have no hesitation in recommending your company’s services to friends and clients.”
