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 nearing retirement?

For most of us, retirement is about being financially comfortable and secure and maintaining the lifestyle we have now or aspire to!

The sooner we financially plan for it, the better.

We begin by understanding what retirement means to you. When do you plan to stop working? What lifestyle do you hope for? Once we have a clear picture of the retirement you want to achieve we can:

If you would like to discuss any of these issues with us, please do call 01332 365855 or email Michelle mason at michellem@batesweston.co.uk or Chris Ball at chrisb@batesweston.co.uk