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.
His vision and focus is on helping business owners and high net worth individuals to become more engaged. His unique approach is to simplify the complex and provide a framework for people to take action.
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.
Emma is the Financial Controller and co-founder of Boote Financial Planning Ltd.
Working directly with Dan, she is responsible for all of Boote Financial Planning's finances.
Emma is also involved with the marketing and business development strategy for the Practice.
Outside of work, Emma enjoys keeping fit and has a long-term interest in running, having completed numerous events. She also enjoys gardening, photography, travelling and spending time with family and friends.
As an adviser of Boote Financial Planning, Mark is proud to provide clients with bespoke, face-to-face advice which has the backing of a FTSE 100 award winning company through the St. James's Place Guarantee.
Having spent over 17 years in the motor industry, Mark decided on a career change to Financial Services and achieved Diploma qualification in May 2019.
Outside of work, Mark enjoys family walks with his wife Lisa, and two young daughters Olivia and Charlotte. When he has a spare evening (there aren't many!), he likes to socialise with friends at the cinema or bowling.
Jo-Ann has been the company's Practice Manager since February 2017 and has over 20 years' experience in Financial Services, working alongside an award winning FTSE 100 Wealth Management company prior to joining the Practice.
Jo-Ann is responsible for managing the office, coordinating the team and providing clients with a high level of personal service.
Outside of work, Jo-Ann loves to bake tasty treats... and then eat what she bakes!
As Client Support Executive, James is focused on ensuing that clients consistently receive world class customer service. He is a vital member of our team, managing the day-to-day functions of the office as well as assisting our wealth management consultants with clients' accounts, including enquiries, applications, scheduling meetings and providing general administrative assistance.
Outside of work, James enjoys travelling, playing football and keeping fit.