Planning for your financial future. Don’t put it off, plan ahead.

We’ll consider your investment portfolio, pension arrangements, and estate planning, to maximise your wealth and protect it for future generations.

What else is in this section?

Are you a business owner?

Joined up personal and commercial advice

Linking up your business and personal goals to achieve both, needs careful financial planning. Bates Weston Financial Services (BWFS) , brings our joint venture financial planners, Boolers together with our tax advisory team and your Bates Weston accountancy and business partner, to deliver joined up advice.

Business

Listen to our joint venture partners at Boolers’s explain how you can:

Personal

Listen to our Boolers experts explain how we can help with:

To see how we may be able to help you, please call 01332 365855, email your usual Bates Weston contact or email Chris Ball at chrisb@batesweston.co.uk or Michelle Mason at michellem@batesweston.co.uk