Boote Financial Planning Ltd was established from awareness that business owners in particular and wealthy clients require pro-active guidance and advice in the area of wealth management.
We provide comprehensive financial planning and wealth management services, helping individuals, trustees and businesses to achieve their financial goals, irrespective of their resources or life stage.
So whether you're looking for:
- Investment options: Including unit trusts, ISAs, investment bonds or offshore investments
- Retirement planning solutions: Whether you’re employed, self-employed or an employer
- Ways to protect your estate: Including Inheritance Tax Planning
- Business advice: Corporate financial planning
We can help create a personal financial advice plan specifically for you, designed to help you effectively manage your wealth.
The vast majority of our new clients come from introductions from our existing clients who have built a solid relationship with us and have been very satisfied with the advice and service they have received.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.