Boote Financial Planning Ltd, Senior Partner Practice Of St. James'S Place Wealth Management

We are a team of experienced and highly qualified professionals who want you to get the most from your money and help you to achieve your life goals. We provide holistic financial advice for individuals, businesses and trustees, on investment planning, retirement planning and protecting their wealth (either through insurance or Inheritance Tax Planning). We can also provide you access to a range of exclusive savings accounts. What underpins our whole attitude to financial planning, is helping our clients get the very best out of life. Our approach is to sit down with you, really get to understand what you are hoping to achieve and help you fulfill your life goals. Once we've determined the life you want to lead, we can start thinking about how you're going to achieve such goals. And more to the point how much money you will need. At this point, we put a practical financial plan in place to help you get where you want to go. Boote Financial Planning Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Social Link - Linkedin: http://www. linkedin.com/company /boote-financial-planning-limited
Employee Count: 2
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