March 2024 by Nicholas Ford
We have had varying amounts of investment with SJP via Boote Financial over the years. Dan has always provided us with thorough, relevant and impartial advice always with our best interests at heart. During this time we?ve seen steady, above average growth of our investment in medium risk funds. We?ve had great advice on tax, pensions and future financial planning too which has guided us to make decisions now that will shape our retirement in (many) years to come. We would highly recommend Boote Financial to anyone looking for help and guidance through the mine field that is savings and investments.
January 2024 by simon sweting
Dan has given prudent and considered advice which has varied as our circumstances and needs have changed.I have always our finances were well managed and in extremely capable hands and this has been consistently borne out by results over 15 years of working with Dan.
January 2024 by Alison Shepperd
Exceptional service from Boote Financial Planning.Dan presents all the financial data in a way that makes is completely transparent and understandable. Any financial worries or concerns Dan always has time for me.
October 2023 by David Moseley
Boote Financial Planning were recommended to me by a close friend. To date, this has been the best advice I have ever received. They operate as an extremely close team and are extraordinarily professional. Their attention to detail within consultations is truly outstanding. Their knowedge is totally excellent. Their communication and attention to detail in all respects is the best I have ever encountered. Just totally excellent. I would recommend this company to anyone.Captain David S. Moseley
September 2023 by Adam Jones
Dan and the team have been advising and arranging my pension for a number of years.Dan is very professional. His knowledge of the market and solutions is available is excellent.I would not hesitate to recommend Dan to anybody looking for advice on pensions and investments.
September 2023 by Lucy Hoddy
I've just had my first annual review with Dan and I was very impressed. The interactive presentation was amazing and really helped me understand my figures and kept me engaged in what can (to be honest) be quite boring. Would recommend
July 2023 by Vicki Seymour
Dan is always professional, personable and informative. It is always a pleasure to catch up and review our finances with Dan.I have no problem recommending Dan to friends and family in a heartbeat.
June 2023 by Kellie Allgrove
Dan is an honest, down to earth man that really cares about each of his clients passionately. We both share a love of cycling so it's not just tax advice that i receive but a bespoke update on our family situations, what's happening in my life and what I want to achieve in the future. His advice is uber professional and tailored to our specific circumstances. He prepares meticulously for our annual meetings and is always there should I need him in the meantime. His team in particular Jo are so friendly and nothing is too much trouble for them. I can't recommend them more highly.
April 2023 by Matt Squire
Dan offers a personal service where he reviews finances, helping plan for the future, and advises on ways to support our family. We trust his judgement and decisions completely and are extremely happy with his work. It is always a pleasure meeting with him, knowing that he has our best interests at heart.
April 2023 by Paul Dally
Dan and his team have been looking after me for a number of years. We have regular reviews that are professional and informative and I have confidence that he is doing his best for me.I would definitely recommend him.
January 2023 by Jon Farmer
Dan came recommended via a family member who had worked with him for over 20 years and I can understand why - he?s a committed, dedicated professional who goes out of his way for clients. This is a personal service which takes great pains in outlining your financial future, in an increasingly complicated landscape.
January 2023 by John Spencer
Dan Boote and his team have given us sound advice and guidence with our finances towards our future lifestyle and goals. I'm still amazed at how some old frozen pensions I had are now performing under Boote financial planning!!We're looking forward to a comfortable future thanks to this friendly dedicated team!!
January 2023 by Stuart Munro
Been working with Dan and his team for a couple of years. Annual catch ups are informative and thorough, I always feel like I know what's going on with my money. Would happily recommend to others.
December 2022 by Robert Wright
My wife and I have been with SJP ( Dan Boote Managing Director Boote Financial Planning ) for several years and we have both found his advice , backed up with excellent presentation techniques , to be clear and unequivocal. He is exceptionally thorough and on top of his brief . I have no hesitation in recommending him to anyone who needs clear and trustworthy advice and, supported by a very professional company , he is in the top ranks of financial advice .Sir Rob Wright .
December 2022 by Alison Osborne-Brown
Dan and his team have been advising me for 11 + years now and I trust him implicitly. When Dan first starting advising me I was a single mum with three young children and limited resources. I took a big leap of faith to invest my hard earned savings and pensions and Dan has guided me every step of the way. He understood how ensuring a financially safe and secure future for my family was paramount and has given solid, highly valued advice and I have seen my wealth grow at a consistent rate. His yearly reviews are grounded in highly intelligent data and I would 100% recommend him and his team. To top it all he?s a great bloke! Thank you Dan!
