We aim to deliver on our promises, with individuals taking personal responsibility to see a job through to completion.
Over the years we have developed a diverse and loyal client base. There has been no complicated strategy to achieve this trust, we have simply adhered to traditional values and provided forward thinking advice.
“Developing my financial strategy with Boolers has been invaluable for my finances and peace of mind.”
David Weir. International Footballer & Championship winner with Glasgow Rangers
“I’ve always found the advice and service that I receive to be of the highest standard with a commitment to long term service received from all within the business.”
Simon Pain. Personal and Corporate client for 25 years
“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.”
Ian Neal, Bates Weston, Chartered Accountants and Business Advisors
“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.”
Chris Collier, Rawlinsons, Chartered Accountant
“We have worked with Boolers since 1983 and have been continually impressed with their ability to manage our wealth. They have created a Self Administered Pension Scheme within our business that has been exceptional.”
Peter Birkinhead, Wrapid Engineering. Managing Director
“I found Boolers to be not only very professional but easy to deal with and understand. I have worked with them to both provide my new pension and let them handle the small messy legacy pensions. I would highly recommend them to any one looking for impartial advice without the sales patter.”
Michael Drinkwater, Sales Director, Gecko Marketing
“Without the help and expertise of Boolers, in relation to self administered pensions, we would not have been able to access our full pension entitlement. It was such a relief to find a professional firm up to the job.”
Richard Jewell, Peter Darnell, Directors, Sigma Golf Limited
“Boolers have a proven track record of assessing outcomes and getting it right.”
David Mitchell, Successfully retired businessman
“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.”
Steve McGuinness, Spencer Hyde Accountants
“Having used many financial advisors over the years Boolers really do stand out for a number of reasons. Firstly the quality of advice has been excellent - at all times it is clear that our requirements have been fully understood and a number of options are always presented clearly. Allied to this the personal and professional service we've received has been second to none. As a result I look forward to a long and fruitful relationship with Boolers for many years to come.”
Adrian Brant, IT Consultant
