Boolers

Clients tend to be those who understand how important it is to have their wealth professionally managed by a company that has the experience and skills to do so Boolers will work with you to understand your goals and help you achieve them. Whether you want to save for retirement, invest the wealth you have accumulated or provide financial security for your family, we can help. Listed below are some circumstances in which you should contact us;

As you approach retirement, you are considering income drawdown or annuity purchases You are dissatisfied with your pension and are looking for a clear pension plan, perhaps with a focus on pension consolidation In order to maximize tax efficiency, you use pension contributions as a business owner For the purpose of investing in commercial property or land Find out how Self Invested Pensions (SIPP / SSAS) can help you achieve your financial goals If you have personal wealth, you might consider investing, either for income or long-term growth In the event of an illness or worse case scenario, you're looking to protect your family Your wealth needs to be protected from Inheritance Tax