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Meet the boosst team

boosst is proud to be an Accredited Financial Planning FirmTM

You can tell a lot about us from our shoes



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Meet Keith Butten CFPCM

Keith embodies the boosst ethos and carries his vast experience, integrity and passion for helping others in sharing arms, wishing to improve the lives of those he works with.

The relationships that Keith shares with our Individual and Enterprise clients are so strong that he deals with many clients today who he first met 25+ years ago; and in many cases their friends, families and colleagues.

Keith chairs our Leadership Team and sits on our Investment Committee with Josh and Tim.

Keith spends a large proportion of his time helping our Individual clients to understand that ‘life is not a rehearsal’ - and that the things they want to achieve need not only a reliable Financial Plan but also Action. His favourite way to demonstrate this is by sharing his own life journey with our clients and reminding them that the Journey is as important as the Destination.

Some of Keith’s highlights on his life journey so far include;

• Buying and living in homes that the family have loved
• Taking care of Grandma, so that she and Josh had many happy times to share
• Volunteering as Chairman of Luton Rugby Club for 9 years and Coaching a very successful youth team through 11 seasons
• Enjoying a long and happy Marriage to Linda
• Being chosen as a torchbearer for the London 2012 Olympics
• Mentoring Josh, Vicki and Gabby, so that outstanding Financial Planning is available to more people

By living his own life with Linda full of fantastic experiences with his end Destinations in mind at all times, Keith hopes to inspire those around him, including Friends, Family, the boosst team and our clients.

Keith enjoys photography to store great memories from his Travels and can often be found on the Tennis court or socialising within the fantastic Village community that he and Linda are fortunate to be a part of.

Qualifications
CERTIFIED FINANCIAL PLANNERCM
Chartered Wealth Manager
Certified to ISO 22222:2005

Awards
2015 - Jonathon Timms Award from the Institute of Financial Planning

Exam Success
AF5 - Advanced Financial Planning Process
AF3 - Advanced Pension Planning
J10 - Discretionary Investment Management
J05 - Pension Income Options
R06 - Financial Planning Practice
R04 - Pensions and Retirement Planning
R03 - Personal Taxation
R02 - Investment Principles & Risk
R01 - Financial Services, Regulation & Ethics
ER1 - Equity Release
CF6 - Mortgage Advice
FP1, FP2 & FP3 - Financial Planning Certificate

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Meet Josh Butten FPFS CFPCM

boosst truly believes that ‘Life is for Living’ and Josh works closely with our Individual clients to help them embrace this, through excellent Financial Planning.

‘Life is for Living’ is more than a catchphrase and Josh is passionate about helping our clients to truly define what they want to achieve in life - and then works with them to achieve it.

Individuals and Families working with Josh have tidy finances, rarely have money worries and make financial decisions with both confidence and conviction.

boosst is a family business at its core supported by our wonderful team, who themselves become a part of our family over time. Josh plays a mentor role within boosst and supports our team as they grow and strive to achieve even greater levels of qualification and knowledge.

Josh is also a member of our Leadership Team and sits on our Investment Committee with Keith and Tim. He also represents boosst by hosting events, speaking at conferences, contributing to industry press and lecturing Financial Planning students.

Two of Josh’s passions are Sport and Travel, which he blends together to explore our planet whilst supporting either England, Team GB, McLaren, Harlequins or the British & Irish Lions. Josh is fortunate to have already explored six continents - if only Antarctica hosted the next Winter Olympics, he could then claim to have been to all seven!

In 2015 Josh achieved his goal of becoming a Chartered Financial Planner, CERTIFIED FINANCIAL PLANNERCM , Chartered Wealth Manager and Fellow of The Personal Finance Society by the age of just 23, the youngest that anyone has reached this accolade.

Building on this, in 2018 Josh also became the youngest to achieve certification to British Standard ISO 22222:2005. This internationally recognised benchmark confirms he holds the knowledge, skills, experience and ethical values required to deliver the outstanding Financial Planning service that boosst prides itself upon.

Josh finds himself in good company, comfortably within the top 250 best qualified Financial Planners in the UK.

Qualifications
Fellow of The Personal Finance Society
Chartered Financial Planner
CERTIFIED FINANCIAL PLANNERCM
Chartered Wealth Manager
Certified to ISO 22222:2005

Awards
2018 - New Model Adviser, Top 35 NextGen Financial Planner
2018 - CISI, Certified Financial Planner Professional of the Year - Finalist
2017 - New Model Adviser, Top 35 NextGen Financial Planner
2016 - Mike Jackson Award for Outstanding Exam Achievement

Exam Success
AF5 - Advanced Financial Planning Process
AF4 - Advanced Investment Planning
AF3 - Advanced Pension Planning
AF1 - Advanced Personal Tax & Trust Planning
J10 - Discretionary Investment Management
J09 - Paraplanning
J05 - Pension Income Options
R06 - Financial Planning Practice
R04 - Pensions and Retirement Planning
R03 - Personal Taxation
R02 - Investment Principles & Risk
R01 - Financial Services, Regulation & Ethics
ER1 - Equity Release
CF6 - Mortgage Advice
CF5 - Integrated Financial Planning
CF4 - Retirement Planning
CF3 - Financial Protection
CF2 - Investment & Risk
CF1 - UK Financial Services, Regulations & Ethics

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Meet Linda Butten

At the heart of our family business, Linda has witnessed boosst evolve to become the business it is today.

Linda’s valuable contribution working alongside Keith and Josh over many years has embedded her ideas into the way the business is run. Her high standards continue to sit at the very core of everything we do.

When Linda is not ensuring the day to day smooth running of boosst, she enjoys organising charity events to help local and national causes, particularly MacMillan Nurses and Prostate Cancer UK.

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Meet Vicki Hardy CFPCM

Vicki is a key part of boosst and sits on our leadership team with Jennie, Keith & Josh.

Vicki is passionate about inspiring and educating people about finances and working with young people to get them to understand that pension saving makes good financial sense, and isn’t just for old people!

Vicki works closely with Individual clients receiving ‘the little boosst’ service and with all of our Enterprise clients, helping her to achieve her objective of spreading financial education.

Vicki joined our profession after her A Levels and fell into working with pensions and investments when she started her role as an administrator with a local IFA firm. Vicki has grown with experience from several firms through the years and is now a Certified Financial Planner with the aim to become a Fellow in the very near future.

Vicki is married to Richard and they have a young daughter, Imogen. Vicki believes she can turn her hand to anything - she hasn’t shied away from DIY in houses she has renovated, run away from the sewing machine she has made clothes with, or been fearful of the fork and spade when the garden needs digging, in fact she is very proud of the leeks she grew last Summer!

Vicki has found a love for running having completed the Couch-5K training regime, she’s signed up for many races with a new years’ resolution to get as many medals as possible!

Qualifications
CERTIFIED FINANCIAL PLANNERCM
Chartered Wealth Manager

Exam Success
AF5 - Advanced Financial Planning Process
AF3 - Advanced Pension Planning
AF1 - Advanced Personal Tax & Trust Planning
J09 - Paraplanning
J05 - Pension Income Options
R08 - Pensions Update
R04 - Pensions and Retirement Planning
R03 - Personal Taxation
R02 - Investment Principles & Risk
R01 - Financial Services, Regulation & Ethics
CF9 - Pensions Simplification
CF7 - Lifetime Mortgage Activities
CF6 - Mortgage Advice
HR1 - Home Reversion Plans
FP1, FP2 & FP3 - Financial Planning Certificate

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Meet Jennie Treeby

Jennie is our Practice Manager and sits on our leadership team with Vicki, Keith and Josh.

Jennie previously worked within a national advice business for 18 years' but was attracted to boosst by our unique style and extremely personal approach to client care.

She brings a wealth of experience in building successful and happy teams and loves being able to make a difference to clients outcomes. In boosst, Jennie is closer than ever to clients and gets to witness first hand as our clients life journeys evolve as we support them to meet their own objectives.

Jennie is involved in daily business oversight and ensuring the operational systems and processes stay aligned with the business to best serve our clients. She also takes a key role in the development of the team.

In her spare time she enjoys weekends away with her parter, Nick and her adorable labrador, Luna.

Qualifications
Certificate in Financial Planning
Certificate in Regulated Financial Services Operations

Exam Success
J08 - Financial Planning Practice
CF5 - Integrated Financial Planning
CF4 - Retirement Planning
CF3 - Financial Protection
CF2 - Investment & Risk
CF1 - UK Financial Services, Regulations & Ethics
FA2 - Pensions Administration
FA1 - Life Office Administration
FP1 - Financial Planning Certificate

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Meet Dawn Navin

Dawn is our first point of touch for all Enterprise clients and their employees that we serve.

Having worked in our professions since 1999, our superstar Dawn carries great experience.

Her happy ‘can-do’ attitude helps her to excel in her role which although at times can see added pressure, she always accomplishes with a smile.

Her happy family life with her two sons Isaac and Thomas and husband Simon is a priority, and her part-time hours allow her to balance her contribution to boosst with her family time.

Away from work you will find Dawn running - regularly achieving quicker times and longer distances (with several half-marathons under her belt!). She also has a talent for baking amazing cakes, her carrot cake would win any TV baking competition hands down!

Qualifications
Award in Financial Administration

Exam Success
R08 - Pensions Update
R04 - Pensions and Retirement Planning
R03 - Personal Taxation
CF1 - UK Financial Services, Regulations & Ethics
FA2 - Pensions Administration
FA1 - Life Office Administration
FP1 - Financial Planning Certificate

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Meet Avril Christopher

Avril is a crowd favourite amongst our Individual Clients, being their first port of call for all queries, providing assistance and making sure solutions we advise are seen through to completion.

Avril joined the financial services profession in 2000 and quickly found herself enjoying the variety that her support role entails. Many happy years later, Avril finds herself thriving in a role where she spends the majority of her time in close contact with our friendly clients.

Avril’s evenings are spent with a local choir, performing a variety of songs ranging from Mozart to The Beatles. The choir also perform at concerts and partake in an exchange with a fellow French choir every few years. When Avril isn’t singing, she can be found on the battlefield, re-enacting American Civil War with her husband Gary and their son. If you can spot Avril amongst the mud and guns, she is likely to be part of the artillery crew manning the cannon.

Avril also enjoys reading, embroidery and listening to music in her free time. As a talented saxophonist, when she was playing regularly, Avril was invited to Germany to join a Jazz band on their travels.

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Meet Gabby Houseman DipPFS

Gabby is our rising star, bringing boundless energy and her infectious smile to the boosst team.

Gabby joined us in 2017 after completing her Economics degree and works actively with Keith, Vicki and Josh to support our Individual clients enjoying the full boosst service.

We’ve created a role for Gabby that strongly supports her learning and development as she follows in Josh’s footsteps, keeping to a 3 year development plan with the ambition of becoming both a Chartered and Certified Financial Planner. To achieve this level of qualification she is sitting technical exams through both the CII and CISI with a further aim of gaining Fellow status.

Gabby’s role see’s her working very closely with our Individual clients to build and develop their Financial Planning. The kind and friendly nature of our clients, means they always appreciate the support she provides.

In her spare time, Gabby enjoys horse riding, skiing, cycling and her latest pursuit - running, which she is finding thoroughly rewarding.

Gabby used to compete for Great Britain in fencing and regularly volunteered to help young children develop their fencing skills. Her work in bringing fresh talent to the sport led to her nomination to be an Olympic torchbearer in 2012.

Qualifications
Diploma in Regulated Financial Planning
Accredited Paraplanner

Exam Success
AF4 Advanced Investment Planning
Financial Planning and Advice
R06 - Financial Planning Practice
R05 - Financial Protection
R04 - Pensions and Retirement Planning
R03 - Personal Taxation
R02 - Investment Principles & Risk
R01 - Financial Services, Regulation & Ethics

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Meet Jessica Smith-Burrows

Jessica brings extensive experience to the boosst team as an external consultant. Her technical expertise and vast experience gives our team an independent resource to support workflow and contribute new ideas.

Jessica has worked in the financial services profession for two decades; her early experience included the development and implementation of new investment propositions for two well known large Investment businesses.

In 2007 she moved into her current technical role, where she has developed extensive knowledge of Financial Planning and has since undertaken many professional qualifications. In 2012 she set up her own paraplanning business and has been involved in the development of an industry-wide British Standard for Paraplanning.

Jessica has many hobbies, including a keen interest in film, paranormal investigating and following Manchester United and Mercedes F1. She can often be found spending time with her family and enjoying a BBQ…. at any opportunity the weather provides!

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Meet Tim Hale

Tim Hale is our independent investment consultant and brings significant industry experience, enriching and adding technical content to our Investment Committee meetings.

Tim established Albion Strategic Consulting in 2001 following a successful, wide-ranging investment career with Standard Chartered in Hong Kong, and Chase Manhattan in London, New York and Hong Kong.

Tim is a successful author, his book Smarter Investing: Simpler Decision for Better Results was first published in 2006 by the Financial Times and is now in its third edition.

Albion’s valuable input means that the boosst team can focus on supporting our clients on their own life journey. Albion support our due diligence and review processes, providing independent risk and performance analysis and industry comment. Tim takes part in our Investment Committee meetings and ensures that our disciplined and robust client investment processes are maintained.

Tim is passionate about the social utility of good investing. This passion comes from having witnessed, first hand, the many avoidable mistakes and lack of evidence-based decision-making that wastes so much investor wealth. Helping investors to sleep at night, safe in the knowledge that their portfolio is a well-structured as it can be to face the uncertainty of the future, helps us all to sleep well.

Tim is an Oxford graduate with an MBA from Cranfield School of Management.

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Meet Michelle Hoskin

Michelle (aka Little Miss WOWW!) is well known within the Financial Planning community for her endless enthusiasm and energy, infectious personality and unique outlook on what she describes as a “magical profession”.

With over 20 years’ experience working alongside some of the world’s most successful Financial Planning organisations, Michelle is an internationally recognised author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards.

With Michelle’s support, boosst operates with excellent internal standards & processes which have been rigorously tested to three separate British Standards. This gives our clients confidence that our team operates in a structured, workflow driven environment to provide outstanding client outcomes.

Our passion for Financial Planning is clearly shared by Michelle and her team which inevitably lead us to working together for the continual improvement of boosst.

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Church View, Hulcote, Bedfordshire, MK17 8BW. Company Registration Number 05536508.

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