Business Details
43 Years
experience
Your Trusted Financial Advisers in Leicester
Established in 1983, Boolers has built a reputation as a leading UK firm of pension scheme advisors and wealth managers. Our team of chartered financial planners specialises in Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS), offering tailored solutions for business owners, senior executives, and individuals nearing retirement. With over four decades of experience, we combine technical expertise with a client-centric approach, ensuring our advice aligns with both personal and professional financial goals.Recognised in the FT Adviser Top 100 Financial Advisers 2025, we maintain FCA authorisation and prioritise transparency, delivering bespoke strategies for pension planning, investment management, and inheritance tax mitigation. Our independently owned structure allows us to provide impartial guidance, supported by a dedicated team with deep sector knowledge and a commitment to long-term client relationships.
Services
SIPP Advice
SSAS Planning
Pension Transfers
Wealth Management
Investment Advice
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience in pension and wealth management.
- Our team includes Chartered Financial Planners with specialist SIPP/SSAS expertise.
- Regulated by the Financial Conduct Authority for client protection.
- Ranked 4th in the FT Adviser Top 100 Financial Advisers 2025.
- Offer transparent fee structures and personalised client service.
Associations and certifications
- Financial Conduct Authority
What people say
Second to none service
Excellent advice
Safe pair of hands
Transparent fee model
Highly professional
Services
SIPP Advice
Our SIPP advisory service helps clients gain greater control over their pension investments. We provide expert guidance on suitable assets, tax efficiency, and long-term growth strategies tailored to individual retirement goals. With specialist knowledge of regulatory requirements, we ensure compliance while maximising investment opportunities.
SSAS Planning
Small Self-Administered Scheme planning allows business owners to pool retirement funds with key employees. We advise on scheme setup, investment options, and lending facilities, ensuring alignment with corporate objectives while maintaining FCA compliance and member benefits.
Wealth Management
Our wealth management solutions combine discretionary and advisory investment management for individuals and institutions. Utilising leading custodians and in-house expertise, we create diversified portfolios focused on capital preservation, income generation, and intergenerational wealth transfer strategies.
Pension Transfers
We assess the suitability of pension transfers to SIPP or SSAS structures, evaluating benefits, charges, and investment flexibility. Our process includes detailed analysis, risk assessment, and ongoing support to ensure seamless transitions while maintaining regulatory compliance.
Inheritance Tax Planning
Our tax planning specialists develop strategies to reduce inheritance tax liabilities through pension structures, trusts, and investment vehicles. We provide comprehensive advice on asset protection and efficient wealth transfer to future generations while maintaining liquidity for current needs.
People
Carole Waghorne
Business Owner & Chartered Financial Planner
With decades of experience, Carole specialises in pension strategy development, focusing on SIPP and SSAS solutions for business owners. She combines technical expertise with client-focused service to deliver tailored retirement plans.
Chris Ball
Business Owner & Chartered Financial Planner
Chris has provided pension and investment advice for over 30 years, helping clients build successful retirement strategies. His expertise in SIPP management and client relationship-building makes him a trusted advisor.
Gavin O'Neill
Business Owner & Chartered Financial Planner
Gavin focuses on wealth management solutions, combining pension expertise with investment strategy. He works closely with high-net-worth individuals to create tax-efficient retirement and inheritance plans.
John Allen
Business Owner & Chartered Financial Planner
John specialises in corporate pension solutions, advising business owners on SSAS structures and employee benefits. His strategic approach ensures alignment with both personal and company financial objectives.
Richard Borrington
Business Owner & Financial Planner
Richard provides comprehensive financial planning services, focusing on retirement strategies and investment management. With extensive industry experience, he delivers practical solutions tailored to individual client needs.
Questions
What pension schemes do you specialise in?
We specialise in Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS), offering expert advice on setup, management, and investment strategies.
How long has Boolers been in business?
We've been helping clients with pension and wealth management since 1983, providing continuous service for over four decades.
Are you regulated by the FCA?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA Register number 146287) for our financial advisory services.
Do you serve clients outside Leicester?
While based in Leicester, we provide services throughout the Midlands and across the UK, supporting clients both locally and nationally.
What investment options do you offer?
We provide discretionary and advisory investment management services, including pension-focused portfolios, wealth preservation strategies, and tax-efficient investment solutions.
Videos
