Michael Waldron

I have fully enjoyed collaborating with Jennie and the team at Boosst. Their professionalism, flexibility, creative thinking and commitment are second to none.

The more I see of the Boosst difference, the more I understand how important you are to us in helping us to continue to thrive in this third age. You are giving me the financial confidence through making me understand my story and context that enables us to look forward to the exciting, fulfilling and secure chapters ahead.

boosst your power to reach your goals!

Mike and Marilyn Boosst has organised our finances to a level that allows us to feel secure that providing we maintain our current level of spend we will enjoy our retirement without too many concerns. Our thanks to Keith and the team

Becci Hardcastle

We didn’t have a pre-boosst financial life plan. We’d just worked and worked…...never knowing the smarter ways to plan for our future. Thanks for giving us a simple plan that makes our family’s future a lot rosier!

Booost has helped me to consider my options for the future, regarding my finances and possibility of retiring early, and being able to enjoy that retirement. A really friendly team who are always happy to help with any questions you have!

Calum and Sarah Goundry

boosst have helped us lay our foundations! They have given us an understanding of our finances and a structure to build from.

Nicki Farrell

Cannot praise the Boosst Team more highly - regular updates, prompt answers to any and all queries. I am confident (and happy!) with my future financial plan and always look forward to my annual reviews with Gabby. They know how to make finance fun and supportive of my sporting endeavours 🏃‍♀️🏃‍♀️

Edwina Jarvis

Working with Boosst has been a revelation. Previously I thought I was a fairly smart person in control of my finances when in reality I had to admit to myself I wasn't close enough to the detail or had the time and expertise to constantly navigate the challenging financial climate we have today. It is such a relief to trust Boosst to do this for me. Often personal finance matters can feel cold and impersonal but the Boosst team have such an authentic and personable way of working with their customers. The genuine care and clarity they provide as they lead you on your financial journey is unique and much appreciated. It is such an empowering feeling to really understand your financial position now and where you want to be in the future. Everyone should feel this!

S.E.

My family has been working with Boosst for more than five years now. They have helped my husband and I organise our finances for retirement, they have helped my son learn to manage his money, and they have helped me in taking charge of the very complex financial arrangements of my elderly parents. On all these areas they have had a huge positive impact. Everyone at Boosst is highly professional, efficient, responsive, and friendly, which makes working with them an absolute pleasure. Their ethos puts people and families at the heart of their work, and it is the combination of fiscal and human acumen that makes Boosst a very special company.

At my recent annual meeting at BOOSST Tom explained everything in an easy to understand, down to earth way. We discussed my finances, lifestyle and anticipated future expenditure and goals. I left feeling very assured and satisfied that my finances were in very safe hands.

Gabby has been a dream to deal with. Attentive, understanding and lovely to chat to, but with a real focus on communicating our options and providing sound and clear advice - just what we need. Can't recommend Boosst enough.

Julie Saunders

Prior to meeting Josh I was completely unsure of how to manage my employer's pension and private pension investments. He took the pressure off me and enabled me to see that I could retire before state pension age which was an absolute joy. Not only does Josh have a wealth of financial knowledge, he is also very willing to offer guidance and tips; for example, booking the best flights and claiming air miles! I am so grateful to Josh and the entire boosst team for giving me peace of mind as far as financial planning goes. Thank you.

Thanks to Tom for making us 'non financial people' understand the opportunities. Always a pleasure working with you. Best of luck to the Boosst team for continued success.

We had been successfully building our pensions for many years through two very large financial companies. Looking forward to retirement, we assumed that the transition from building a pension to drawing a pension would be very straightforward. Instead, we experienced intransigent company rules, multiple departments, no single point of contact with authority and no personal financial advice. It became so stressful we decided to abandon the large company approach and look for our own financial advisor. There were plenty to choose from, many appeared to be approaching retirement themselves, many were difficult to contact, and some didn’t even bother to return our calls. We were desperate to establish a way forward, to trim down the list of financial advisers, to find a financial adviser who could offer longevity, to find a financial advisor with significant qualifications. We were delighted to eventually come across the services of boosst, they ticked all the boxes: i) not a one-man band, but an experienced family firm that offers the potential of longevity ii) professional, highly qualified advisors iii) knowledgeable, excellent communicators Our initial conversations were via Zoom with Josh who immediately put us both at ease. He was able to explain things concisely and in such a professional way that we both had 100% confidence in the services that boosst had to offer. Our first two annual planning meetings have been at the boosst offices where all the team are welcoming and extremely professional. We have been able to walk away from each of our meetings with Josh feeling totally relaxed, informed and confident with the outcomes from those meetings. We feel that our finances are safe in the hands of boosst. We have no hesitation in recommending their services. Alan & Sandra

boosst recently hosted an Estate Planning and Inheritance Tax planning webinar for their clients - we found this very interesting and informative. Thanks for inviting us, and to all concerned! Chris & Kate