Boolers, which has the strapline ‘sharing a wealth of wisdom’, is a standout firm in the Midlands. The Leicester-based business has been serving clients since 1983 and has discretionary investment management permission, with £785m of assets under management, as well as acting as pension trustees for its self-invested personal pension (Sipp) and small self-administered scheme (SSAS) offerings.

The firm has won multiple industry awards and is extremely proud of its status as a firm of chartered financial planners, meaning it continues to satisfy rigorous criteria relating to professional qualifications and ethical good practice to achieve this position.

The financial planning offering focuses on business owners, senior executives and people who are close to retirement. While the business continues to grow, and now has more than 60 staff based at the offices in Leicester, its core values of outstanding service, the best possible advice and putting clients’ needs at the heart of the process remain as important today as they have ever been.