Dan Boote
Financial Planner & Managing Director @Boote Financial Planning Ltd, Senior Partner Practice Of St. James\'s Place Wealth Management
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WORK HISTORY
Financial Planner & Managing Director @Boote Financial Planning Ltd, Senior Partner Practice Of St. James\'s Place Wealth Management
Cheltenham, GB
St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
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ABOUT DAN BOOTE
Do you sometimes feel out of control with your personal finances? Are you saving enough for retirement? How much income are you going to need in retirement to live the life you want or even to maintain your existing lifestyle? Many business owners, directors and senior executives let their personal finances come second. But it does not need to be this way. We are a team of experienced and highly qualified professionals who want to help you get the most from your money so that you can achieve your life goals. We will help you get your finances in order. This includes: • Making sure your savings are working for you. • Reviewing pensions from previous roles • Creating a strategy to help make your money last as long as you do. We can take control of it all and look after everything including working alongside your existing accountant to maximise your tax planning. Here is how it works… As expert financial planners we help business owners, directors, and senior executives in Gloucestershire to take control of their financial future using lifestyle financial planning. Using a top-down approach, we can assist with: • Pensions and retirement planning • Management of investments • Inheritance tax planning • Tax planning and minimisation • Financial advice after marriage, children, or divorce • Financial protection We are different because we focus on what the money is for and not just the money itself and we have the experience to meet you at the same level. We deliver what we say we will do to a very high standard. So, if you are serious about taking control of your financial future… Message me here on LinkedIn or email me on d••••••••@sjpp.co.uk for a 15-minute chat about your goals and how we can help you achieve them. The Partner Practice 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
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