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 * ONCE A MARINE, ALWAYS A MARINE.
   
   
   FINANCIAL PLANNING & ADVICE FOR SERVING AND VETERAN ROYAL MARINES
   
   Get in touch
   View services
   


 * ONCE A MARINE, ALWAYS A MARINE.
   
   
   FINANCIAL PLANNING & ADVICE FOR SERVING AND VETERAN ROYAL MARINES
   
   Get in touch
   View services
   

 * 
 * 

Bootneck MoneyHammerofPompey2019-04-30T12:03:03+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 BUSINESS & FINANCIAL PROTECTION




TAX PLANNING




MORTGAGES




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.



GET IN TOUCH

Ynot House, 3 Wey Court, Mary Road, Guildford, Surrey, GU1 4QU

Phone: 01252 713645

Email: comms@buxtonberesford.co.uk


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