Let your money set you free

Life is for living. We'll work with you to create and realise a financial plan that's as individual as you are – and sets you free to lead the life you want to live.

Supporting your journey

We’re all told to squirrel away our nuts, but not when we can start eating them. We’ll work with you to plan the whole journey – understanding your personal goals, mapping a financial path and guiding you each step along the way.

Our purpose is to ensure you squirrel the nuts you need – and enjoy them at the time that suits you. We manage your resources wisely so you can live the best life possible.

Our clients rely on our support throughout their life journey.

Explore the world

Failed business

Marriage / Starting a family

Time poor

Career progression

Divorce

Financial independence

Ill health

Windfall

Care and support

Sharing wealth

The end

A bespoke service

As your needs for support and investment evolve, we’ll adapt like a truly flexible friend.

We’ve tailored four levels of boosst for different stages along life’s journey. All are provided with the personal interest and expertise that makes boosst such a special partner.

Our most popular service is the full boosst, and we offer lighter touch options called a little boosst, a little more boosst, and boosst lite. We have always enjoyed working with a wide range of families with different backgrounds, values, and plans for the future. We use our four service levels for packaging the wide range of things we can help with into understandable offerings that grow with you as your needs change over time.

We will guide you toward the right service for your needs, and you can transition freely between our services in the future as you need more or less support.

the full boosst

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a little boosst

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a little more boosst

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boosst lite

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the full boosst

the full boosst gives you total financial planning. We’ll invest time to help you to identify key life objectives and create a plan that will give you the confidence to achieve your goals.

Only the full boosst gives access to full lifetime cashflow planning - our most valued service.

Step 1 - Discovery Meeting

We will explore your journey to date and discuss our services so that we can establish whether we like each other. As long as we both feel that our services will add more value than our fees, we will help you decide whether the full boosst is best for you - or one of our lighter touch services.
Step 2 - Destination Setting

Having learned about you at our Discovery Meeting, we will document our understanding of your goals, values, priorities, hopes, and dreams and the financial resources available to achieve them. We will also invite you to complete our Lifestyle Exercise to map out the budget for your perfect life.
Step 3 - Analysis

We remove administrative pain by liaising directly with your existing providers for pensions, investments, insurances, etc. Then, once everything is gathered and tidy, we analyse what you have and build an accurate picture of your current position.
Step 4 - Developing Your Plan

We work with you to develop your custom-built financial plan to put you on track to achieve your desired lifestyle.
Step 5 - Implement Your Plan

We will put your boosst financial plan in to action by implementing the recommendations that you wish to.
Step 6 - Ongoing Planning Meetings

We host structured planning meetings to revisit your plan, check your destinations, and ensure you remain on track. After all, you don't get fit by using a personal trainer once! Financial planning is an iterative process that ensures you always make decisions with the best foresight.

a little boosst
& a little more boosst

Our lighter touch services better suit individuals and couples who have goals to achieve and wish to have our support throughout their journey - but we have established that the full boosst is not yet the appropriate service for you.

You may be an existing Enterprise client who knows us as the 'go-to' people through our work in your workplace. Or you might be running your own business, a high-earning employee, or an independent consultant, seeking help to prioritise your goals, optimise income and pension contributions, etc.

Our lighter-touch services work best for people who are clear on their goals and seek an individual approach to implement actionable advice.

a little boosst is our simplest and most accessible service.
a little more boosst includes additional features for clients with more complex needs, such as business owners.

Step 1 - Discovery Conversation

We will explore your journey to date and discuss our services so that we can establish whether we like each other. As long as we both feel that our services will add more value than our fees, we will help you decide whether the full boosst is best for you - or one of our lighter touch services.
Step 2 - Goal Setting

Having learned about you at our Discovery Meeting, we establish your goals and objectives and identify the financial resources available. We learn about you, your income, expenditure, assets, liabilities - and thoroughly assess your position.
Step 3 - Analysis

We remove administrative pain by liaising directly with your existing providers for pensions, investments, insurances, etc. Then, once everything is gathered and tidy, we analyse and outline, in simple terms, what you have arrived with.
Step 4 - Advice

Develop and Implement recommendations that will put you on track.
Step 5 - Ongoing Review Meetings

We regularly revisit your goals and resources to keep you on track.

boosst lite

boosst lite is perfect if you’re an existing client who no longer needs more extensive support – but would still like expert advice on hand when you need it.

For

For

Let your money set you free

Life is for living. We'll work with you to create and realise a financial plan that's as individual as you are – and sets you free to lead the life you want to live.

Supporting your journey

Explore the world

Failed business

Marriage / Starting a family

Time poor

Career progression

Divorce

Financial independence

Ill health

Windfall

Care and support

Sharing wealth

The end

A bespoke service