Financial Services
In order to provide a comprehensive financial advisory service to all clients both private and business we work closely with Booth Financial Services Ltd, a firm of Independent Financial Advisers located within our offices. The firm and its advisers are registered directly with the Financial Services Authority; all advisers are fully qualified with over thirty-five years combined planning and investment experience.
Their objective is to partner with clients to establish and achieve financial goals through objective planning in the following areas:
- Investments (Onshore & Offshore)
- Pensions (SSAS, Group or Personal)
- Protection (Term Assurance, Private Medical Care)
- Mortgages (including Equity Release)
Their purpose is to help build, manage and preserve client’s wealth. They put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of their practice. Their success is not measured by performance statistics but rather by our clients’ success in achieving their goals.
Booth Financial Services Ltd offer an initial discussion (without charge) when they will describe the services more fully and explain the payment options. If you decide to go ahead, they will:
- gather and analyse personal information about you, your finances, your needs and objectives;
- recommend and discuss any action they think you should take with us and, with your agreement, arrange relevant contracts for you.