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Bootneck Money2018-07-18T11:08:10+00:00

Designed to protect.

Who are Bootneck Money?

We’re a financial services company, but with a difference!

We’re aimed at the Bootneck family and our main goal is to help both serving marines and veterans prepare their financial future.

We offer wide ranging guidance and advice regarding your money.

This could be mortgages, pensions, investments, reducing your tax liability or just general financial support. Whatever you need, we are here to help.

This is your future and it’s now time to be responsible for it!

Our services

Our services

Bootneck Money will help you find the financial advice you need as a marine or former marine, so that you can improve your financial future.

Family Protection

Family Business & Financial Protection

Tax

Tax Planning

Mortgages

Mortgages

Pensions and Investments

Pensions & Investments

Contact Us

6 steps to becoming a client

Step 1: Say Hello

Deciding who should look after your money is a big decision, and that’s why your first initial meeting with us is completely free of charge. Come and say hello, and get a feel for who we are; this is your opportunity to decide whether we’re right for you.

Step 2: Immediate Concerns

Talk us through any concerns you may have, and let us know what you need from us. We’ll request an overview of your circumstances, and following on from this we’ll let you know what you can expect from us, and how we can work together.

Step 3: Objectives

Together we’ll look at what you’re trying to achieve, and we’ll let you know if we’ve got any concerns; particularly if there is additional risk involved. At this point, we’ll talk you through the costs, including our advice report, which we aim to make as comprehensive as possible.

Step 4: Third Meeting

In our third meeting, we’ll discuss and agree on your Financial Plan, and any actions which need to be taken. Ensuring that your Financial Plan works effectively for you is essential, so we work on an advisory basis, and have no discretion when making changes to your portfolio.

Step 5: Implementation of your Financial Plan

We’ll take control of implementing your Financial Plan, including liaising with any current investment or life insurance companies, and together we’ll work to complete any paperwork and set out the timescales involved.

Step 6: On-going relationship and regular reviews

As our relationship develops, we’ll schedule in regular meetings to review what is happening with your circumstances. This means that when life happens (and it will!), that your Financial Plan stays flexible enough to keep you on track. Once you’re on board with us, you’ll always be about to get in touch with us during business hours, by phone or by email.

Read more from existing and former Bootnecks on our services

As our relationship develops, we’ll schedule in regular meetings to review what is happening with your circumstances. This means that when life happens (and it will!), that your Financial Plan stays flexible enough to keep you on track. Once you’re on board with us, you’ll always be about to get in touch with us during business hours, by phone or by email.

Ready to Talk?

Do you have something in mind we can help you with?

Contact Us

Bootneck Money Limited is an appointed representative of Buxton Beresford Financial Planning Limited which is regulated by the Financial Conduct Authority, (FCA). Your can check us on the FCA financial services register under number 596052.

Please be aware that if you deal with an unauthorised firm you will not be covered by the Financial Ombudsman Service (FOS) or Financial Services Compensation Scheme (FSCS) if things go wrong.

The financial conduct authority does not regulate tax and estate planning.

Bootneck Money Ltd is Registered in England and Wales, Registered No. 10913188. Our Registered address is SUITE 2, Victoria House, South Street, Farnham, United Kingdom, GU9 7QU.

If you wish to register a complaint, please write to Buxton Beresford Financial Planning Ltd. Suite 2, The Granary, 1 Waverley Lane, Farnham, Surrey GU9 8BB or phone 0845 8622789

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk  or by contacting them on 0800 023 4 567.