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Are you managing your finances as well as you manage your business?

Business owners face numerous challenges as they strive to make their businesses successful and often their own financial planning can be ignored or overlooked, to its detriment.

We act for many business owners throughout the UK helping to answer the following questions;

If you want an adviser who understands what it takes to run a business, and who can provide tax efficient solutions to help you deal with profit extraction, succession planning and financial protection, please contact us.

Commercial Property

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What is a SSAS?

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Relevant Life

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey