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Bill Boote Email & Phone Number
Associate Financial Planner
at
Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt
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✓ Verified May 2026
2 data sources
Profile completeness 71%
Role
Associate Financial Planner
Location
Cheltenham, England, United Kingdom
Company size
Who is Bill Boote? Overview
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Quick answer
Bill Boote is listed as Associate Financial Planner at Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt, a company with 4 employees, based in Cheltenham, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Bill Boote.
Bill Boote previously worked as Client Management Adviser at St. James’S Place and Tax, Trusts & Protection Adviser at St. James’S Place.
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Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt
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Profile bio
About Bill Boote
Operating as a Client Management Adviser, I specialise in building and nurturing relationships with a focus on supporting vulnerable clients within our SJP partnership. Alongside this I have completed numerous qualifications allowing me to achieve the title Chartered Financial Planner with the Chartered Insurance Institute. I utilise skills gained through my Advanced Diploma in Financial Planning, alongside other professionally recognised certifications, to support vulnerable clients within the SJP Partnership. Furthermore I draw on knowledge gained from my time working as a Tax, Trusts & Protection Adviser where I provided comprehensive technical support in these areas to our SJP partners with an emphasis on Complex Estate Planning.
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Bill Boote's current company
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Boote Financial Planning Ltd, Senior Partner Practice Of St. James'S Place Wealt
5 roles
Bill Boote work experience
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Client Management Adviser
CurrentAddressed and resolved concerns of clients in vulnerable circumstances within the SJP partnership. This includes speaking with clients over the phone and face to face meetings when required.
Jan 2024 - Present
Tax, Trusts & Protection Adviser
Researched and resolved complex technical inquiries on tax, trusts, protection and estate planning for SJP financial advisers
Jul 2022 - Jan 2024
Technical Connection Trainee
Continued to rotate and provide support on launching new features within advice policy & development and answering complex technical queries within the techlink team.
Sep 2021 - Jul 2022
Techincal Connection Apprentice
Provided administrative support within a rotational programme across different areas of the business. These areas included business assurance, client liaison and tax, trusts & protection
Sep 2020 - Oct 2021
FAQ
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What company does Bill Boote work for?
Bill Boote works for Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt.
What is Bill Boote's role at Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt?
Bill Boote is listed as Associate Financial Planner at Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt.
Where is Bill Boote based?
Bill Boote is based in Cheltenham, England, United Kingdom while working with Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt.
What companies has Bill Boote worked for?
Bill Boote has worked for Boote Financial Planning Ltd, Senior Partner Practice Of St. James'S Place Wealt, St. James’S Place, and St. James’S Place Wealth Management.
Who are Bill Boote's colleagues at Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt?
Bill Boote's colleagues at Boote Financial Planning Ltd, Senior Partner Practice of St. James's Place Wealt include Jo-Ann Worrall and James Robertson.
How can I contact Bill Boote?
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