Pension & investment planning

Build, maintain and protect your personal wealth.

Make it work hard to support you now and in your retirement and pass it on to your dependents. It’s a complicated, highly regulated area. Let us help you find the right path.

Take control of your financial future. Share your plans with our regulated and qualified financial planners and let us show you how you can achieve them. Whether you are saving for retirement, investing the wealth you have built up or providing security for your family, we can help.

Being part of Bates Weston, allows our financial planners to bring you well rounded advice, drawing on high level tax planning skills, experience with business owners, wealth management post business sale, and family wealth management.

Our approach is simple. We meet, get to know you and your plans and get a feel for how we can help, without cost or obligation. Detailed financial fact finding is next. Then we agree what it is we will do for you, and the fees involved. We discuss our recommendations next, agree a plan and put it into action. We stay in touch to make sure we’re on course and to make adjustments if your plans change.

 

Pensions & Retirement

For most of us, retirement is about being financially comfortable and secure. The sooner we financially plan for it, the better.

Investments

Invest your wealth for income or long-term growth. Make your investments work harder. Improve returns on deposits and tax efficient investments.

Protection

Protect your family. Protect your business. What happens if you or a key member of your staff or a shareholder is ill or dies?

BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston & Boolers. Bates Weston specialises in taking care of business owners and Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners.

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.

your Pension & investment planning team

Chris Ball

Financial Planner

Call: 01332 365855
Email me

John Allen

Financial Planner

Call: 01332 365855
Email me

Siân Kent

Financial Planner

Call: 01332 365855
Email me

Related blogs

Get in touch

Let’s get things moving. Talk to us today.