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Let your money set you free

Life is for living. We'll work with you to create and realise a financial plan that's as individual as you are – and sets you free to lead the life you want to live.




Supporting your journey

We’re all told to squirrel away our nuts, but not when we can start eating them. We’ll work with you to plan the whole journey – understanding your personal goals, mapping a financial path and guiding you each step along the way.

Our purpose is to ensure you squirrel the nuts you need – and enjoy them at the time that suits you. We manage your resources wisely so you can live the best life possible.

Our clients rely on our support throughout their life journey.



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Marriage / Starting a familychurch icon

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Financial independence

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A bespoke service

As your needs for support and investment evolve, we’ll adapt like a truly flexible friend.

We’ve tailored three levels of boosst for different stages along life’s journey. All provided with the personal interest and expertise that makes boosst such a special partner. We call them the full boosst, a little boosst – and boosst lite.

the full boosst

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a little boosst

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boosst lite

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the full boosst

the full boosst gives you total financial planning. We’ll invest time to help you to identify key life objectives and create a plan that will give you the confidence to achieve your goals.

Only the full boosst gives access to full lifetime cashflow planning - our most valued service.

  • discover icon
    Step 1 - Discovery Meeting
    We will explore your journey to date and discuss our services so that we can establish whether we like each other. As long as we both feel that our services will add more value than our fees, we will help you decide whether the full boosst or a little boosst is best for you.
  • destination icon
    Step 2 - Destination Setting
    We establish your hopes and dreams and identify the financial resources available to achieve them. Whilst we harvest all of your information you undertake our lifestyle exercise.
  • analysis icon
    Step 3 - Analysis
    Having obtained information about your resources from 3rd parties we undertake analysis to build an accurate picture of your current situation.
  • calendar icon
    Step 4 - Developing Your Plan
    We work with you to construct your boosst financial plan to put you on track to achieve your desired lifestyle.
  • implement icon
    Step 5 - Implement Your Plan
    We will put your boosst financial plan in to action by implementing the recommendations that you wish to.
  • meeting icon
    Step 6 - Ongoing Planning Meetings
    We meet regularly for structured meetings to monitor your plan, check your destination and ensure you remain on track. After all, you don't get fit by using a Personal Trainer once!

a little boosst

a little boosst may suit you better if you have goals to achieve and wish to have our support throughout your journey but we establish that the full boosst is not the appropriate service for you.

You may be a member of an employee benefits scheme already managed by boosst – and looking to consider your wider goals and objectives through a more individual approach.

  • discover icon
    Step 1 - Discovery Conversation
    We will explore your journey to date and discuss our services so that we can establish whether we like each other. As long as we both feel that our services will add more value than our fees, we will help you decide whether the full boosst or a little boosst is best for you.
  • destination icon
    Step 2 - Goal Setting
    We establish your goals and objectives and identify the financial resources available to achieve them. We get to know you, your income, expenditure, assets and liabilities and undertake a full harvest all of your information.
  • analysis icon
    Step 3 - Analysis
    Having obtained information about your resources from 3rd parties we undertake analysis to build an accurate picture of your current situation.
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    Step 4 - Advice
    Develop and Implement recommendations that will put you on track.
  • meeting icon
    Step 5 - Ongoing Review Meetings
    We revisit your goals and resources at regular intervals so as to keep you on track.

boosst lite

boosst lite is perfect if you’re an existing client who no longer needs more extensive support – but would still like expert advice on hand when you need it.

boosst in action

Read some of our success stories


Individual enquiries

Send us a message to learn more about our services for Individuals

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t: 01908 584925 e: hello@boosst.financial

© Copyright 2018 boosst Limited. Authorised and Regulated by the Financial Conduct Authority. FCA No. 791683
Church View, Hulcote, Bedfordshire, MK17 8BW. Company Registration Number 05536508.

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