Bill Boote

APFS

As a Chartered Financial Planner, Bill helps individuals, families and business owners make confident financial decisions at every stage of life.

He believes financial planning should be clear, practical, and built around what matters most to each client. Whether that's building wealth, protecting what they’ve built, or planning for retirement, his focus is on simplifying the advice process and giving clients a straightforward framework to move forward with confidence.

Bill built his experience within a FTSE 100 wealth management firm and brings that expertise to clients who want a personalised service. He prides himself on plain-talking advice and building long-term relationships with clients who want a plan that genuinely reflects their life.

Outside of work, he enjoys sport, travel and spending time with friends and family, as well as attempting to keep his golf ball on the fairway.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Boote Financial Planning Ltd is registered in England and Wales, Number 06872152. Registered Office: 9 Bath Mews, Bath Parade, Cheltenham, Gloucestershire, GL53 7HL.