Experienced financial guidance

A fresh approach built on solid industry experience

What we do

Bootham Pensions & Investments will dedicate significant time to understanding your business circumstances. Our clients come from increasingly diverse backgrounds; from entrepreneurs to corporate executives, family businesses spanning several generations and younger clients adjusting to newly received family assets. The service we offer is bespoke, not one-size-fits-all. It starts with one question.

What are your long term goals?

We believe in a long-term, holistic approach to limited company structures that takes into account your time horizon, risk tolerance, family situation and how actively you wish to get involved.

We provide integrated and bespoke investment guidance based on key principles. Bootham Pensions & Investments build long term relationships and offer tailored pension and investment guidance to meet client objectives.

SSAS pension specialists

Bootham Pensions & Investments will advise you as to whether this powerful pension planning tool is suitable for you and your business.

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Associated services

The relationship with our private clients is unique. We have a reputation not only for technical quality, but also for the long-term relationships we build. As a result, Bootham Pensions & Investments are able to offer tailored pension and investment guidance to meet your objectives.

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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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