Planning for your future is filled with uncertainty and financial decisions which you may not feel fully equipped to make.
At boosst, we work with around 400 families and guide them through their key financial decisions up to and beyond retirement. We are recognised by our professional body as one of just 66 Accredited Financial Planning firms and were recently awarded the accolade of Financial Planning Firm of the Year.
So what makes us different to any other financial adviser or wealth manager? We don't just say that we are on your side... we actually are. Our family business is structured to operate independently of any fund managers or investment companies, so that we sit on your side of the table. We get to know you, your family, your current finances, your goals and dreams for the future - and then construct a plan with you to ensure you achieve those goals. Most importantly - we place an emphasis on doing so in a friendly way which makes planning for your future a pleasure, not a chore.
We work best with individuals and families who want to live a better life, and are keen to learn how to best use their wealth to make the most of their time on earth. We also work with businesses who want to offer outstanding workplace benefits to their team, to attract and retain fantastic people.
All OB's are welcome to contact us and schedule an exploratory Introductory call or Zoom. If we think that working with us could add to your life - and if you like what you see - we can then arrange a Discovery Meeting at no cost.
You can learn more about us at: www.boosst.financial
To get in touch, you can either call our team (01908 584925) or email us (firstname.lastname@example.org).
I look forward to helping members of the OB Community to answer their 'Big Questions' and get the most out of life.