How do you picture your retirement? Most of us want to be comfortable and secure, maintaining our lifestyle or improving it. Once we are clear about what retirement means for you, we can begin.

Pensions are complex. Most of us want to be comfortable and secure in retirement. To achieve that we need to make the right choices, and to do that, we need expert advice.

There’s a bewildering array of choice. Draw down options, pension consolidation, tax effective pension contributions, investing pension into commercial land or property, or Self Invested Pension Plans (SIPP/SSAS).

Our job is to get a clear understanding of your hopes for retirement, assess the plans you already have in place, consider your options and present you with clear recommendations.

Once we have a plan, we’ll carry it out. We keep you updated, and we keep your plans under review. Because things can and do change.

When they do, we will be here to help you adapt.

Here’s an idea of our approach. We will:

For business owners, we can:

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.



Services for all business sizes

All the help you need as your business grows. Call us to see how we can help.