Why Bootham Pensions & Investments

Bootham Pensions & Investments are a firm of experienced financial consultants. We provide guidance to private, corporate and trustee clients throughout the UK, with a focus on SSAS pensions and non regulated investments.

Peter Lunan

Managing Director

Starting his career with industry leaders Aviva PLC, Peter went on to gain expertise and knowledge of Self Invested Personal Pensions with Grosvenor Financial Consultants. Prior to establishing Bootham Pensions & Investments, Peter worked alongside Patrick Day of London SSAS trustees, Day Cooper Day.

Mission statement

I passionately believe that a SSAS pension is a powerful tool to unlocking your current and future business potential. We offer creative and innovative solutions for your business specialising in business funding and lending.

I believe in empowering company directors to achieve their business goals.

I want to help companies structure connected loans from their pensions to their own limited companies. Also to help companies buy land and commercial property with their pension funds.

I enjoy working closely with landlords and property developers in achieving their goals with their pensions. As well as working hand in glove with their accountant to reduce the amount of tax they pay.

What I really like to do, is make your pension more like working capital.

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"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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"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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