Why Bootham Pensions & Investments
Bootham Pensions & Investments are a firm of experienced financial consultants. We provide guidance to private, corporate and trustee clients throughout the UK, with a focus on SSAS pensions and non regulated investments.
Peter Lunan
Managing Director
Starting his career with industry leaders Aviva PLC, Peter went on to gain expertise and knowledge of Self Invested Personal Pensions with Grosvenor Financial Consultants. Prior to establishing Bootham Pensions & Investments, Peter worked alongside Patrick Day of London SSAS trustees, Day Cooper Day.
Mission statement
I passionately believe that a SSAS pension is a powerful tool to unlocking your current and future business potential. We offer creative and innovative solutions for your business specialising in business funding and lending.
I believe in empowering company directors to achieve their business goals.
I want to help companies structure connected loans from their pensions to their own limited companies. Also to help companies buy land and commercial property with their pension funds.
I enjoy working closely with landlords and property developers in achieving their goals with their pensions. As well as working hand in glove with their accountant to reduce the amount of tax they pay.
What I really like to do, is make your pension more like working capital.
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"Peter has helped me with the setup of my own SSAS and I often refer my clients to Peter to deliver a similar service."
Sharron Fletcher, RAE Business Services
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