Contact us 01733 568321

Pensions and Investments

Rawlinsons Pensions and Investment Planning

Rawlinsons P.I.P. recognises the importance of making your hard earned funds work for you as we plan for retirement. We also believe strongly that listening to client needs and aspirations must be the starting point when pension or investment planning.

So understanding your objectives and then offering friendly, professional advice and guidance to help you achieve those goals is our one and only priority.

Our clients can expect the following benefits:

  • Efficient, streamlined service and records
  • A one stop shop for pension and investment advice
  • Access to financial services experts
  • High service standards
  • Free of charge seminars and events

Rawlinsons P.I.P. Limited was formed in 2005 as a 50/50 joint venture between Rawlinsons Chartered Accountants and pension and investment advisers, Boolers of Leicester.  Boolers is a specialist pension and investment adviser.  The company’s expertise is focused on pension consultancy, self-invested pension administration, advice and trustee services (SIPP & SSAS), investment advice and inheritance tax planning.  Boolers manage funds with assets in excess of £500 million. Click here to visit the Boolers website.

Rawlinsons P.I.P. Limited is an appointed representative of David Booler & Co which is authorised and regulated by the Financial Conduct Authority (FCA registered number 146287).

Our Services

Our specialist pensions and investments services include financial planning, pensions and retirement advice, protection, savings and investments.

Our Clients

We work with a broad range of personal and business clients, assisting with pension, retirement and investment planning.

How are we Regulated?

Rawlinsons P.I.P. Limited is an appointed representative of David Booler & Co which is authorised and regulated by the Financial Conduct Authority.

Meet the Pensions team

Contact us about our Pensions and Investments services

Give our team a call on 01733 568321, or fill in your details below

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