Bootham Pensions & Investments

Bootham Pensions & Investments is a firm of financial consultants based in York, specialising in Small Self-Administered Scheme (SSAS) pensions for private, corporate, and trustee clients. They provide guidance to help clients manage their capital and achieve their financial objectives.
  • Funding solutions
  • Valuation services
  • Investment guidance
  • SSAS pension management
  • Legal services for SSAS transactions
Size
Small
Phone
N/A
Website
bpiyork.com
Email
N/A
Locations
39 Nursery Rd, YO26 6NN
01904208073
Digital Popularity
Social Media
Competitors
Fulcrum Financial
Fulcrum Financial provides expert mortgage advice and services, ensuring a simple and stress-free experience for clients.
Company Details
Bootham Pensions & Investments is operated by Bootham Pensions And Investments Limited and is a Active company incorporated on 20 February 2017 with the registered office located in York, North Yorkshire. Bootham Pensions And Investments Limited was registered 8 years ago.
Status
Active
Size
Micro
Directors
1
Age
8 years old
Employees
1
Turnover
Unreported
Total Assets
£154.76K
Cash in Bank
£80.17K
Total Liabilities
-£88.5K
Mr Peter David Lunan
Director • PSC • Ifa • British • Lives in England • Born in Jul 1982
More information on Bootham Pensions And Investments Limited
Teams
All
2
Peter Lunan Dipfa
Managing Director • Joined Jun 2017
Alice Lambert
PA To Managing Director • Joined Jul 2020