Boosst
boosst is a UK-regulated, employee-owned financial planning firm offering tiered lifestyle cashflow planning to families and business owners, plus enterprise workplace benefits programmes, differentiated by triple British/ISO standards certification and organic referral-driven growth.
- Company typePrivate
- Founded-
- HeadquartersHulcott, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Boosst firmographics
Firmographics- Name
- Boosst
- Legal name
- boosst Limited
- Website
- https://boosst.financial
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- boosst is a UK-regulated, employee-owned financial planning firm offering tiered lifestyle cashflow planning to families and business owners, plus enterprise workplace benefits programmes, differentiated by triple British/ISO standards certification and organic referral-driven growth.
- Ownership category
- akta.pro rank
Where Boosst is headquartered
LocationHeadquarters
- HQ city
- Hulcott
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Boosst business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Individual Financial Planning Services: Fee-based financial planning services for individuals and families. Four service tiers: the full boosst (comprehensive lifetime cashflow planning), a little more boosst, a little boosst, and boosst lite. Services are sold via a Discovery Meeting and ongoing structured planning meetings.
- Enterprise Employee Benefits Services: Financial wellbeing and benefits advisory services for businesses, including pension scheme management, benefits package design, employee education, and ongoing review meetings. Enterprise clients engage boosst to run their workplace benefits and meet with employees on a 1-to-1 basis annually.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | the full boosst — comprehensive lifetime cashflow planning service with full access to lifetime cashflow planning modelling |
| Subscription | Annual | a little more boosst — additional features for clients with more complex needs such as business owners |
| Subscription | Annual | a little boosst — simplest and most accessible service |
| Subscription | Annual | boosst lite — expert advice on hand for existing clients who no longer need extensive support |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels6 records
Boosst product offering
Product offeringCore offering
Boosst delivers tiered fee-based lifestyle financial planning services to individuals and families through four subscription tiers (the full boosst, a little more boosst, a little boosst, boosst lite) centred on lifetime cashflow modelling, retirement planning, pension consolidation, investment advice, and estate planning. For businesses, Boosst provides a structured enterprise employee benefits and financial wellbeing programme covering workplace pensions, benefits package design, staff education, and annual 1-to-1 consultations. Two free public tools — Truth About Money cashflow modeller and Zenplans affairs organiser — support lead generation and ongoing client engagement.
Product overview
Boosst is a financial planning firm offering a tiered service model built around lifestyle financial planning. The core offerings include four service levels: the full boosst (comprehensive lifetime cashflow planning), a little more boosst (for complex needs like business owners), a little boosst (accessible planning support), and boosst lite (light-touch advisory). Supporting tools include Zenplans (document organization) and Truth About Money (free cashflow modelling). The firm also offers enterprise services for employee benefits and runs a development programme called bright to boosst for aspiring financial planners. The company operates as an employee-owned business serving both individual and enterprise clients.
Differentiator
Problem solved
Functional benefit
Brands
- bright to boosst: A 5-year development programme for graduates and career-changers. Awarded the UK's 'Best Financial Planning Development Programme'.
- Zenplans
Products and services
- the full boosst Individual Financial Planning Service Comprehensive, fee-based lifestyle financial planning service for individuals and families centred on lifetime cashflow modelling, covering retirement readiness, pension consolidation, investment strategy, tax efficiency, estate planning, and intergenerational wealth structuring. Delivered via subscription with structured Discovery Meeting, full plan development, implementation, and ongoing annual planning meetings.
- Enterprise Employee Benefits and Financial Wellbeing Service Structured seven-step workplace financial wellbeing and benefits advisory programme for UK businesses, covering workplace pension scheme management, benefits package design (pensions, private medical, life assurance, income protection), employee education, ongoing HR/Finance/Payroll liaison, and annual staff presentations with 1-to-1 employee consultations.
- Truth About Money Free online cashflow modelling tool that takes a snapshot of a user's current financial situation and builds an indicative lifetime cashflow model using generic assumptions. Allows adjustment of variables such as retirement age, income, and expenditure to show impacts on the plan, and can streamline client onboarding if the user subsequently engages Boosst as a client.
- Zenplans Publicly available practical tool that helps people organise their affairs, keep track of important documents, suppliers, and digital assets, enabling them to 'die tidily' and give a clean pass to surviving family members.
Quantifiable outcome
- Josh helped an NHS consultant (Chris Wait) retire one year earlier than anticipated with full financial confidence
- +2 more outcomes
Companies that use Boosst
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
Boosst technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature3 records
Boosst partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Standards International (Michelle Hoskin)minorStandards International, led by Michelle Hoskin (aka Little Miss WOWW!), provides external standards and process support to boosst. With over 20 years' experience in financial planning organisations, Michelle is an internationally recognised author, speaker, and coach in international framework-based best practice standards. Her support helps boosst maintain rigorous internal standards tested to three separate British Standards.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
Boosst competitors and assessment
Company assessmentDirect peers
- EQ Investors: UK-based boutique wealth management firm of similar size to Boosst. Both serve HNW individuals and families with a focus on personalised, advice-led financial planning rather than platform-only execution, with overlapping client segments including business owners.
- London & Capital: Boutique UK wealth management firm of similar size with comparable focus on personalised financial planning, multi-generational wealth, and HNW individuals and families.
- Informed Choice: UK Chartered financial planning firm of similar size serving HNW individuals and small businesses. Directly comparable holistic financial planning approach and tiered service offerings to Boosst.
- P1 Investment Services: UK firm providing financial planning and investment services to HNW individuals and business owners. Similar size, similar holistic approach, and directly overlapping client base of business owners pre/post sale.
- Paradigm Norton: Boutique UK Chartered financial planning firm offering holistic, lifestyle-based advice for individuals, families, and business owners. Similar size, philosophy, and tiered service model to Boosst, with a comparable HNW and owner-manager client base.
Broad incumbents
- St. James's Place: UK's largest wealth management network, with a partnership model of advisers offering financial planning to HNW individuals. Serves the same target market as Boosst but at vastly greater scale via partnership distribution.
- Brewin Dolphin: Large UK wealth manager offering comprehensive financial planning and investment management services. Comparable service offerings but at substantially greater scale, with a national branch network across the UK.
- Tilney Smith & Williamson: Large UK wealth management firm with broad financial planning, investment management, and tax services. Significantly larger than Boosst but competes for the same HNW client pool with a wider portfolio of capabilities.
- Quilter: Major UK wealth management provider with a strong financial planning focus. Competes for HNW clients with both advised and platform-based propositions at substantially greater scale than Boosst.
- 7IM (Seven Investment Management): UK wealth manager offering discretionary investment management and financial planning services. Mid-to-large size with a broader proposition than Boosst but a comparable focus on personalised financial planning for HNW clients.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Boosst compliance and trust
Trust signalCompliance6 records
Boosst financial estimates
Financial estimateRevenue estimate
Valuation estimate
Boosst leadership team
Management profileNumber of profiles
Profiles8 records
Boosst funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Boosst M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Boosst
What does Boosst do?
Boosst delivers tiered fee-based lifestyle financial planning services to individuals and families through four subscription tiers (the full boosst, a little more boosst, a little boosst, boosst lite) centred on lifetime cashflow modelling, retirement planning, pension consolidation, investment advice, and estate planning. For businesses, Boosst provides a structured enterprise employee benefits and financial wellbeing programme covering workplace pensions, benefits package design, staff education, and annual 1-to-1 consultations. Two free public tools — Truth About Money cashflow modeller and Zenplans affairs organiser — support lead generation and ongoing client engagement.
Is Boosst a public or private company?
Boosst is a private company. It is classified as management employee owned and is currently operating.
When was Boosst founded?
Boosst was founded in -1. It employs 11 to 50 people.
Where is Boosst based?
Boosst is headquartered in Hulcott, United Kingdom, in the Europe region.
How does Boosst make money?
Two revenue lines are on record. Individual Financial Planning Services are the primary driver. The others are enterprise Employee Benefits Services.
Who are Boosst's main competitors?
Direct peers on record are EQ Investors, London & Capital, Informed Choice, P1 Investment Services and Paradigm Norton. Broad incumbents are St. James's Place, Brewin Dolphin, Tilney Smith & Williamson, Quilter and 7IM (Seven Investment Management).
Does Boosst have an API?
No public API is recorded for Boosst.