Dan Boote
DipPFS
My vision and focus is on helping business owners and high net worth individuals to become more engaged. My unique approach is to simplify the complex and provide a framework for people to take action.
About
Dan is the co-founder and Managing Director of Boote Financial Planning Ltd and has over twenty five years experience advising and helping clients with their financial planning.
Dan is lucky to have a wonderful family who inspire him every day. Dan, his wife Emma, and their sons, Joseph and William, live in Cheltenham Gloucestershire.
Testimonials
We feel that Dan always puts our interests first and we value his advice. We find that the annual visit makes sure we regularly re-assess our financial requirements, but know that Dan is always available as required. We would not hesitate to recommend.
I have used Dan for a number of years. His knowledge and experience in what can be a very complex field is invaluable. I find him very easy to communicate with and feel both happy and comfortable (which I feel is very important dealing with pensions) with all of the advice and recommendation I ...
We are more than satisfied with the service we receive which is carefully tailored to our needs. We get prompt and helpful advice from someone we have confidence in. We would happy to recommend Dan to anyone.
My wife and I are both extremely busy people with little free time. We are reasonably well off, have limited understanding of the financial sector and absolutely rely on someone to optimise our hard earned savings and investments. Dan Boote is the man who has our complete confidence to succeed wi...
Dan has provided expert advice for both myself and a wide variety of my clients for many years now. I would have no hesitation in strongly recommending him. He is always professional, approachable and very good at what he does. He has a thorough way of helping in every situation and by being c...
Dan Boote has been looking after my financial affairs for about 10 years. I have always found Dan's depth of knowledge remarkable and he is always able to make his recommendations easy to understand, and even in these turbulent times, very beneficial. I would have no hesitation in recommending ...
A most efficient service with particular emphasis on personal advice. I have been confident and happy to recommend Dan to my colleagues.
Dan Boote has been my financial adviser for a good number of years. He gives excellent, sound advice tailored to my financial circumstances. He is always available and willing to answer any queries and will go the extra mile to provide an outstanding service. I have no hesitation in recommending ...
Dan has made the world of finance clear & understandable to me. When I first met him I really liked he spent time understanding my priorities to ensure his advice linked up with my needs. The level of service is exceptional and I feel confident & clear on how my investment are being handl...
Dan Boote has helped two very unfinancially minded people to invest wisely and achieve some capital growth as well as receiving an income. He is a delight to talk to and very patient! We would recommend him highly.
Having had some bad advice in the past we were very pleased to find that Dan, he came personally recommended, offered as professional in-depth service, with great attention to detail and risk awareness. He put us at our ease and at last we felt we were in safe hands
The service and support have not only been brilliant but presented in a way easily understood by the lay person. I have no hesitation in recommending Dan to anyone.
My wife and I have been advised by Dan for more than 10 years and would have no hesitation in recommending his services. His advice is presented professionally in timely and understandable fashion, even though we are not well versed in financial issues. Furthermore, it is always commensurate with...
I find him very helpful & patient in explaining things to a complete financial novice like myself. He is always available to talk to & returns my calls/e-mails immediately, even on weekends or in the evening. So far it has been a trouble-free arrangement between Dan & St. James's Plac...
I started using Boote Financial Planning as I was recommended by a friend. I have met Dan a few times now and find his services excellent. Dan makes the meetings we have very relaxed and also explains things in a way I understand with no pressure whatsoever. I would not hesitate in recommending h...
Dan has a wealth of knowledge not only that inspires confidence but has generated results in line with our risk profile. He is extremely professional and trustworthy with great attention to detail. We would have no hesitation in recommending Dan to friends or colleagues.
Dan has looked after my pension for 7 years. He is very personable and professional. His diligence in explaining options and the process of assessing your investment risk commensurate with age and circumstances gives you confidence that you are doing the right thing.
Moving my pension into...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise. You may get back less than the amount invested.
Dan has a genial approach and is easy to converse with. He has presented as a conscientious and well informed adviser, who listens and is responsive to the personal wishes of the client.
Dan always gives us good and sound advice in and easy to understand format. He is very reliable and always does what he says he will. He was recommended to us and we would not hesitate to recommend him to others.
I have known Dan for 23 years. He is extremely professional and very knowledgeable. I have used Dan's services personally and have been completely satisfied with his advice. I also refer clients to Dan with confidence that he will offer them the very best advice and service.
Dan has been invaluable in providing sound financial advice to us and we are looking to the future with more confidence. Nothing is too much trouble for him and the personal touch he gives is second to none. I can highly recommend Dan to my friends and family.
Dan has always provided sound and effective advice that has ensured our treasured savings have been professionally managed in line with our risk profile. Weekly updates via the internet ensure that I am made aware of changing events. I would recommend Dan to anyone seeking trustworthy advice.
Dan is great to work with. He looks after each person like a good friend as he cares about each individual and builds relationships for the future. Add to that superb customer service, efficiency, reliability and attention to detail.
Thank you Dan for what you have advised me to do over the years in which I have known you. Your knowledge and expertise in the financial market has been much appreciated.
Dan has gained our respect by consistently providing us with well researched and comprehensive financial advice, which is always relevant to our circumstances and requirements. Dan's professionalism is balanced with his accessibility and we have come to regards him as a friend of the family.
Dan has taken time to fully understand our financial situation and requirements. At our regular review meetings he consistently provides appropriate advice and guidance whilst allowing us time to assess and finalise our decisions. We would recommend him to anyone seeking financial advice.
We feel that Dan always puts our interests first and we value his advice. We find that the annual visit makes sure we regularly re-assess our financial requirements, but know that Dan is always available as required. We would not hesitate to recommend.
I have used Dan for a number of years. His knowledge and experience in what can be a very complex field is invaluable. I find him very easy to communicate with and feel both happy and comfortable (which I feel is very important dealing with pensions) with all of the advice and recommendation I ...
We are more than satisfied with the service we receive which is carefully tailored to our needs. We get prompt and helpful advice from someone we have confidence in. We would happy to recommend Dan to anyone.
My wife and I are both extremely busy people with little free time. We are reasonably well off, have limited understanding of the financial sector and absolutely rely on someone to optimise our hard earned savings and investments. Dan Boote is the man who has our complete confidence to succeed wi...
Dan has provided expert advice for both myself and a wide variety of my clients for many years now. I would have no hesitation in strongly recommending him. He is always professional, approachable and very good at what he does. He has a thorough way of helping in every situation and by being c...
Dan Boote has been looking after my financial affairs for about 10 years. I have always found Dan's depth of knowledge remarkable and he is always able to make his recommendations easy to understand, and even in these turbulent times, very beneficial. I would have no hesitation in recommending ...
A most efficient service with particular emphasis on personal advice. I have been confident and happy to recommend Dan to my colleagues.
Dan Boote has been my financial adviser for a good number of years. He gives excellent, sound advice tailored to my financial circumstances. He is always available and willing to answer any queries and will go the extra mile to provide an outstanding service. I have no hesitation in recommending ...
Dan has made the world of finance clear & understandable to me. When I first met him I really liked he spent time understanding my priorities to ensure his advice linked up with my needs. The level of service is exceptional and I feel confident & clear on how my investment are being handl...
Dan Boote has helped two very unfinancially minded people to invest wisely and achieve some capital growth as well as receiving an income. He is a delight to talk to and very patient! We would recommend him highly.
Having had some bad advice in the past we were very pleased to find that Dan, he came personally recommended, offered as professional in-depth service, with great attention to detail and risk awareness. He put us at our ease and at last we felt we were in safe hands
The service and support have not only been brilliant but presented in a way easily understood by the lay person. I have no hesitation in recommending Dan to anyone.
My wife and I have been advised by Dan for more than 10 years and would have no hesitation in recommending his services. His advice is presented professionally in timely and understandable fashion, even though we are not well versed in financial issues. Furthermore, it is always commensurate with...
I find him very helpful & patient in explaining things to a complete financial novice like myself. He is always available to talk to & returns my calls/e-mails immediately, even on weekends or in the evening. So far it has been a trouble-free arrangement between Dan & St. James's Plac...
I started using Boote Financial Planning as I was recommended by a friend. I have met Dan a few times now and find his services excellent. Dan makes the meetings we have very relaxed and also explains things in a way I understand with no pressure whatsoever. I would not hesitate in recommending h...
Dan has a wealth of knowledge not only that inspires confidence but has generated results in line with our risk profile. He is extremely professional and trustworthy with great attention to detail. We would have no hesitation in recommending Dan to friends or colleagues.
Dan has looked after my pension for 7 years. He is very personable and professional. His diligence in explaining options and the process of assessing your investment risk commensurate with age and circumstances gives you confidence that you are doing the right thing.
Moving my pension into...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise. You may get back less than the amount invested.
Dan has a genial approach and is easy to converse with. He has presented as a conscientious and well informed adviser, who listens and is responsive to the personal wishes of the client.
Dan always gives us good and sound advice in and easy to understand format. He is very reliable and always does what he says he will. He was recommended to us and we would not hesitate to recommend him to others.
I have known Dan for 23 years. He is extremely professional and very knowledgeable. I have used Dan's services personally and have been completely satisfied with his advice. I also refer clients to Dan with confidence that he will offer them the very best advice and service.
Dan has been invaluable in providing sound financial advice to us and we are looking to the future with more confidence. Nothing is too much trouble for him and the personal touch he gives is second to none. I can highly recommend Dan to my friends and family.
Dan has always provided sound and effective advice that has ensured our treasured savings have been professionally managed in line with our risk profile. Weekly updates via the internet ensure that I am made aware of changing events. I would recommend Dan to anyone seeking trustworthy advice.
Dan is great to work with. He looks after each person like a good friend as he cares about each individual and builds relationships for the future. Add to that superb customer service, efficiency, reliability and attention to detail.
Thank you Dan for what you have advised me to do over the years in which I have known you. Your knowledge and expertise in the financial market has been much appreciated.
Dan has gained our respect by consistently providing us with well researched and comprehensive financial advice, which is always relevant to our circumstances and requirements. Dan's professionalism is balanced with his accessibility and we have come to regards him as a friend of the family.
Dan has taken time to fully understand our financial situation and requirements. At our regular review meetings he consistently provides appropriate advice and guidance whilst allowing us time to assess and finalise our decisions. We would recommend him to anyone seeking financial advice.
We feel that Dan always puts our interests first and we value his advice. We find that the annual visit makes sure we regularly re-assess our financial requirements, but know that Dan is always available as required. We would not hesitate to recommend.
