David Weir. International Footballer & Championship winner with Glasgow Rangers
If you are seeking capital growth, looking to generate an income or protect your wealth for future generations, we offer bespoke and independent investment advice for:
- Individuals
- Companies
- Pension schemes (including SIPP & SSAS)
- Trusts e.g. Discretionary and Accumulation & Maintenance
- Charities
Recommendations will take into account the level of risk that you are comfortable with and your investment strategy will be created with tax efficiency at the forefront of our advice.
Boolers have an in-house investment team available to guide you through the investment process and construct a portfolio that is best suited to you. Further information how this is done can be found under Boolers Investment Services.
Communication with clients occurs on an ongoing basis to discuss the investment strategy in line with the client’s changing circumstances and the current investment environment.
We use the latest “Wrap” technology where appropriate to provide a simplified and efficient investment service. Portfolios are created mainly using collective investment vehicles, such as Unit Trusts, Open Ended Investment Companies (OEICs) and insurance based funds.
More information on our “Wrap” platform can be found at: Harnessing the Benefits of Technology
Our provider for this technology is Skandia, further information on Skandia and their Wrap can be found at: http://www.skandia.co.uk/solutions/index.asp
Each client will have a dedicated point of contact within Boolers and this is backed up by a team of five investment specialists, three of which are 'approved' by the Financial Services Authority to provide investment advice.
