Welcome to Boote Financial Planning Ltd

Our passion is to help clients build, manage and protect their wealth and then help transfer that wealth to their loved ones as tax efficiently and as smoothly as possible.


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I have used Dan for a number of years. His knowledge and experience in what can be a very complex field is invaluable. I find him very easy to communicate with and feel both happy and comfortable (which I feel is very important dealing with pensions) with all of the advice and recommendation I ge...

Adam Jones

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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) 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Boote Financial Planning Ltd is registered in England and Wales, Number 06872152. Registered Office: 5 Strand Court, Bath Road, Cheltenham, Gloucestershire, GL53 7LW. VAT No. .