Bates Weston LLP, The Mill, Canal Street, Derby, Derbyshire, DE1 2RJMake an enquiry
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.
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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.