About Boote Financial Planning Ltd
Boote Financial Planning Ltd was established from awareness that business owners in particular and wealthy clients require pro-active guidance and advice in the area of wealth management.
We provide comprehensive financial planning and wealth management services, helping individuals, trustees and businesses to achieve their financial goals, irrespective of their resources or life stage.
Business advice: Corporate financial planning
We can help create a personal financial advice plan specifically for you, designed to help you effectively manage your wealth.
We help our Private Clients to create a structured financial plan ensuring mitigation of income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to ensure they obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
Boote Financial Planning Ltd is registered in England and Wales, Number 06872152. Registered Office: 5 Strand Court, Bath Road, Cheltenham, Gloucestershire, GL53 7LW, England.
