Bates Weston Financial Services Limited

Restricted - Whole of Market  Bates Weston LLP, Derby, Derbyshire, DE1 2RJ
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
John Allen
Financial Planner
Chris Ball
Financial Planner
Siân Kent
Financial Planner
What our clients say
The helpful, open, friendly experience I had in the first year with Bates Weston has been enhanced over the last 9 years. The team provide a prompt seamless service and have helped us with all aspects of the day to day and year to year running of our small business. When asked, I have no reservation in recommending Bates Weston.
Simon Scott, R S Rehab Ltd
Totally professional and large enough to deal with international companies such as ourselves, while retaining a friendly family run feel.
David, Middy Tackle
We have been working with Bates Weston for over ten years. They have provided fantastic support and when necessary acted as a critical friend. Over the past couple of years, during a very challenging time for charities, Bates Weston have been there to provide the utmost professional service. Their knowledge of the charities sector is extensive and they are able to make complex financial issues readily understandable.
Joe Russo, Founder, The Enthusiasm Trust
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.

Where to find us
Head office address: Bates Weston LLP, The Mill, Canal Street, Derby, Derbyshire, DE1 2RJ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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