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?

How we work with you – what to expect

First a little background.

BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston and Boolers.

Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners, helping clients with pensions, investments and wealth management since 1983. We established BWFS to make sure we can offer our clients the best possible financial planning advice.

The process

  • When you work with our BWFS 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. 
  • Fact finding comes next. We need to gather detailed financial information from you.
  • Then we clarify our mutual understanding of what we will do for you, set out the fees involved and explains your rights as a client
  • Preparing our recommendations and discuss them with you comes next,  checking that nothing material has changed since our fact finding. Now we have a plan.
  • Lastly we put the agreed plan into action

We hope that this will be the beginning of a long relationship, during which we will regularly review your requirements to make sure your plans stay on track. 

To arrange your initial consultation, call us on 01332 365855 or email michellem@batesweston.co.uk.

BW Financial Services Ltd, firm number 189042, is an appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority.