BOOLERS - Key Persons
Job Titles:
- Investment Accounts Executive
Job Titles:
- Financial Planner
- in 2024 As a Financial Planner
Alistair joined Boolers in 2024 as a Financial Planner, following 7 years working in the Middle East across Financial Planning & Private Banking. Alistair has been a qualified Financial Planner since 2018.
Job Titles:
- Investment Accounts Executive
Job Titles:
- Trainee Investment Manager
Job Titles:
- a SIPP Account Executive
- Trainee Paraplanner
Bina joined Boolers as a SIPP Account Executive in 2016 and has over 10 years' experience in the Pension Industry. She is now pursuing a career in Paraplanning and working towards obtaining her Diploma in Regulated Financial Planning.
Job Titles:
- Head of Investment Operations
Blake joined Boolers in December 2009 having graduated from Derby University with a BA in Business Studies. Blake worked as an Investment Account Executive here at Boolers for many years and has vast experience of what is required to provide the level of service our investment clients have come to expect. He is now our Head of Investment Operations, overseeing systems and procedures. Blake holds the Diploma in Regulated Financial Planning and the certificate in Discretionary Investment Management.
Job Titles:
- Head
- Business Owner & Chartered Financial Planner
Job Titles:
- Business Owner & Chartered Financial Planner
Job Titles:
- Associate & Pensions Manager
Job Titles:
- Trainee SSAS Accounts Executive
Job Titles:
- Business Owner & Chartered Financial Planner
Job Titles:
- Investment Accounts Executive
Job Titles:
- Life & Pensions Accounts Executive
Job Titles:
- Business Owner & Chartered Financial Planner
Job Titles:
- Trainee SIPP Accounts Executive
Job Titles:
- Receptionist / Secretarial Support
Job Titles:
- Investment Accounts Executive
Job Titles:
- Investment Accounts Executive
Job Titles:
- Business Owner & Financial Planner
Job Titles:
- Business Owner & Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Graduate Trainee in Investments
Job Titles:
- Associate
- Senior Investment Manager
Job Titles:
- Chartered Financial Planner
Job Titles:
- Head of Paraplanning & Research
Job Titles:
- Life & Pensions Account Executive
Job Titles:
- Trainee SIPP Accounts Executive
Job Titles:
- Accounts & Payroll Officer