Moneyfacts Award 2017: Highly commendedAs part of the entry process our clients were invited to provide testimonials, explaining more about their relationship with Boolers and the benefits of working with us.

We’d like to thank all those clients who took the time write a testimonial. A selection of those submitted to Moneyfacts are shown below.

“As a client of Boolers for at least the last 15 years I am hugely impressed by their efficiency and professionalism. Following my retirement, I have now transferred the management of all my investments to them. I receive timely advice on these including regular updates from their discretionary fund management service. On my recommendation they also act for my wife and my children.

Boolers also manage my SIPP and since my retirement in 2008 I have been delighted with its performance. This involves an annual meeting when full and informative documentation is supplied to me and I am able to raise any queries. Although I may be one of their smaller clients in terms of financial worth, I always receive a first-class service. I cannot recommend Boolers highly enough.”

Gordon Hamylton

“Boolers has looked after us in an excellent way since day one. They have worked with us to achieve our objectives. Their advice has always been sound and as a result our investments have grown over a period of great uncertainty in the financial world.

We can certainly recommend Boolers to anyone who appreciates a personal service, backed up with a full knowledge of the investment world to look after your money.”

John Mander

“Boolers have provided me with pension advice and associated investment services for over three years. They provide a friendly and highly professional service. I value the care with which they listen to, and incorporate, my requirements (including building in an ethical element to my retirement planning). I also highly value their clear communication (keeping me very well informed). Finally, I appreciate their transparent fee model, which I consider to be good value for the high level of service I receive.”

Adrian Howlett, PXtech

“I have been dealing with Boolers for over 15 years at both a corporate and personal level and have always been very confident in their ability to fully manage my account. This complex area of life is fully explained to me in understandable terms and the advice given is supported by sound logic from a professional team with a proven track record.”

David Battrum

“Over many years Boolers have demonstrated an ability to understand my client’s circumstances and to always find innovative solutions to a wide variety of client pension issues.

More recently the adaptation of existing schemes for use in IHT planning has featured strongly in their overall approach and they are excellent in the use of plain English in a world infested with jargon. In a competitive marketplace our long-term client retention speaks volumes on how pleased the clients are with Boolers service and advice.”

Ian Neal, Bates Weston

“We have been involved with Boolers for over 10 years and have found them to be utmost professional in their activities and quality of technical advice to be first class especially in the fields of self-administered pensions. They are extremely forward looking and have adapted to the IT world we now live. In the area of investment advice, they have proved strong contenders to more household names in the world of discretionary management and have a solid team both in advisory areas and the all-important back room support.”

Colin Crowley, Rawlinsons

“Boolers have been advising both me and my wife on the present and future management of our assets for the past 10 years. At the outset, they successfully dealt with the transfer of my company pension fund into our direct control, and since then that fund has been invested wisely and beneficially. My wife’s pension is linked to two properties, which Boolers’ have been helping to dispose of to maximise further investment for the future. They have been advising us in the matter of loaning and gifting money to our children in the best way, as well as helping us with an overall strategy for Inheritance Tax and ‘ future proofing ‘ further intended financial help to those children. Our regular meetings with Boolers are always very informative and helpful, and we consider at least 6 members of their team to be our friends and confidants.”


“I have been a Boolers client since their formative days in the early 1980s both for my pension fund as well as an individual. The quality of investment advice over such a lengthy period has been exceptional with returns always exceeding the market.”

I have also enjoyed their professional services on the legal and tax requirements for Self-Administered Pension Schemes with them acting as Pensioneer Trustee where their advice has always kept us fully informed in an ever-changing environment.

Boolers have provided me with excellent short, medium and long-term tax planning advice as a result I have no concerns over my financial wellbeing with them behind me.”


“I have been working with Boolers for more than fifteen years and during that period, the firm has provided consistent, pragmatic and valuable advice for both pensions and investments.

Boolers has assisted with consolidating and simplifying numerous defined contribution pension schemes, establishing SIPPs, advising on Fixed Protection for long standing defined benefit pension schemes and created a bespoke investment strategy. That strategy has done what it was designed to do during both periods of turbulence in the markets and the ever changing political and regulatory environment.

The structure of the firm is well designed, assigns one person to be the client manager, but facilitates direct working with specialists, e.g. investment managers, as required. The staff with whom I have worked are unfailingly polite, courteous and efficient and those starting their careers appear to be given every encouragement to develop and remain with the firm, which bodes well for the future.

Inevitably, during a more than fifteen-year relationship, there have been occasions when things have gone awry and when that has happened, be it down to me or to the firm, matters have been resolved in a sensible and practical fashion that has illustrated the strength of the relationship.

Boolers is not a “flashy” firm – it does not over promote itself, the staff are confident of their abilities but concerned always to give that oft quoted, but not so often encountered, idea of first-class client service. In short, were the firm to be tennis players, they would be Roger Federer and Serena Williams!

I look forward to working with Boolers for many more years.”


“I have recently taken a CETV from a DB scheme and placed it under management with Boolers. I have been very impressed with the quality of their initial advice and with the efficiency and professionalism with which they have handled the transfer. The have been particularly good at outlining the risks involved with our decisions and the options available to mitigate these.

I am also in the lucky position of have a fund which exceeds the LTA and they have been very good at guiding me through this particularly complex area.
Their offices and their literature are of the highest quality and whilst this does not in itself guarantee a quality service what one finds with Boolers is that it is backed up by people who give their advice in the quiet, calm and confident way of those who know what they are talking about. They have the knack of being attentive without making one feel pressured to rush to a decision.

I would not hesitate to recommend them to others and indeed have already done so.”


“We are a firm of tax advisers who have worked with Boolers on a number of clients.

We have fund the Boolers team to be professional, helpful, knowledgeable and user friendly.

They always take the time to explain complex technical and practical issues to us and to our clients. A good example of this was when one of our clients wished to consider the merits of transferring his defined benefits pension scheme to a SIPP. The client involved was challenging and wished to fully understand the implications if he transferred his benefits to a SIPP. Boolers took the time to explain the position in great detail and in a manner in which the client understood. They met the client several times and our client very much appreciated the extra time and effort made by Boolers.


Once again, we’d like to thank everyone who took the time to write a testimonial; we do appreciate the effort and your kind words.

Please be aware that these are the independent comments from some of our clients. All comments regarding service levels and investment performance are the views of that individual and should be taken in that context.