About Dan Boote

Dan Boote


My vision and focus is on helping business owners and high net worth individuals to become more engaged. My unique approach is to simplify the complex and provide a framework for people to take action.


Dan is the co-founder and Managing Director of Boote Financial Planning Ltd and has over twenty five years experience advising and helping clients with their financial planning.

Dan is lucky to have a wonderful family who inspire him every day. Dan, his wife Emma, and their sons, Joseph and William, live in Cheltenham Gloucestershire.


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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 get...
Adam Jones |Mortgage Broker, Cheltenham

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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. .