A better way for pensions...

Bringing guidance on financial services to life

"As an Architect with over 35 years in the industry I understand property. Pete helps me use my pension for my developments."

Mike Fining

"I like Pete and Keith, they have no false pretence. They look after my pension and through good and bad times they give me the service I expect."

Barry Long

"Pete helps me with my SSAS between him and the trustees I am very happy with the service I get."

Joe Davison

"Pete helped me with my investments, he uses well known Investment Houses and Multi Asset Portfolios. He always accompanies me to meetings with Fund Managers to check performance and risk still suit me."

Maria Beckwith

"As a business owner and a straight talker I find Pete easy to deal with. He does what he says he will do, and he always contacts me back if I need his assistance with anything."

Martin Avison

Bootham Pensions & Investments provide guidance to private, corporate and trustee clients throughout the UK, we primarily work with clients that have limited companies and represent their interests with SSAS pensions. From one man property consultants to family run businesses, we tailor our expertise to make the most of the capital available to the business.

Why Bootham Pensions & Investments

Based in the beautiful city of York, we are a firm of financial consultants with plenty of experience in solving clients problems and achieving clients goals.

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What we do

We dedicate significant time so that we can provide integrated and bespoke business planning and guidance. We specialise in lending and utilising your SSAS pension to the furtherment of the clients business

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New thinking on fees

With a headline rate from 0.33%*. Learn how to maximise your return with our transparent and competitive fees.

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"As a property tax accountant, I understand that tax and accounting benefits of holding investment properties in a corporate structure. As well as many tax advantages, another key advantage of corporate ownership is that it can facilitate that establishment of a SSAS pension. Indeed, Peter has helped me with the setup of my own SSAS and I often refer my clients to Peter to deliver a similar service."

Sharron Fletcher, RAE Business Services

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"As a property tax accountant, I understand that tax and accounting benefits of holding investment properties in a corporate structure. As well as many tax advantages, another key advantage of corporate ownership is that it can facilitate that establishment of a SSAS pension. Indeed, Peter has helped me with the setup of my own SSAS and I often refer my clients to Peter to deliver a similar service."

Sharron Fletcher, RAE Business Services

Get in touch for a fresh approach to investment and pension planning

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Bootham Pensions & Investments

60A York Road, York YO24 4NW

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©2019 Bootham Pensions and Investments Limited

Bootham Pensions and Investments Limited is registered in England and Wales (Company Registered number 10627478) and its Registered Office Address is 60A York Road, York, YO24 4NW.

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