Our clients tend to be those individuals who recognise that they need their wealth to be professionally managed, by a company with the experience and skill to do so

Whether you are looking to save for retirement, invest the wealth you have built up or provide financial security for your family members, Boolers will work with you to understand your goals and help bring these to fruition. You should contact us if you recognise one or more of the following circumstances;

  • You are approaching retirement and want to consider your options such as income drawdown or annuity purchase
  • You are dissatisfied with your pension and looking for clear and effective pension planning, perhaps with pension consolidation in mind
  • You are a business owner and looking to maximise tax efficiency with the use of pension contributions
  • You wish to invest your pension into commercial property or land
  • You want to understand how Self Invested Pensions (SIPP / SSAS) could help you achieve your goals
  • You have personal wealth that you wish to consider for investment, either for income, and/or long term growth
  • You are looking to protect your family in the event of illness or the worst case scenario
  • You are looking to protect your wealth from the potential of Inheritance Tax