Bates Weston Financial Services Limited

Restricted - Whole of Market  Bates Weston LLP, Derby, Derbyshire, DE1 2RJ
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FCA authorised
Last authorised 18th October 2021
Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR John Allen
Financial Planner
MR Chris Ball
Financial Planner
MS Siân Kent
Financial Planner
About us

Bates Weston Financial Services Ltd (BWFS) is a joint venture between Bates Weston and Boolers. We established BWFS to make sure we can offer our clients the best possible financial planning advice.

Our aim is to help our clients achieve their long term personal and commercial goals by providing one balanced, central source of advice.

We specialise in working with:

• Business owners

We'll help you to link up your business and personal goals so that you're able to achieve both; in turn, protecting your firm, your family and your future.

• Senior executives

We'll bring clarity to your personal financial goals, ensuring that your money is held tax-efficiently and working as hard as it can for you and your family.

• People nearing retirement

We'll ensure you are financially comfortable and secure; able to maintain the lifestyle you have now, or achieve the one you aspire to enjoy.

Our services

In our own right, we are Financial Planners. We believe that listening to our clients' needs and aspirations must be the starting point when planning their pensions or investments.

When you work with our team, we will begin with a free consultation at which we get to know you and your goals and get a feel for how we may be able to help.

We believe in forming long-term relationships with our clients, during which we will regularly review your requirements to make sure your plans stay on track.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Bates Weston LLP, The Mill, Canal Street, Derby, Derbyshire, DE1 2RJ

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