Regulatory statement

Bates Weston is the trading name of Bates Weston LLP, Bates Weston Probate LLP, Bates Weston Tax LLP, Bates Weston Tax Advisory Limited and Bates Weston Audit Limited. 

Bates Weston LLP, registered in England OC361828, is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Bates Weston Audit Limited, registered in England and Wales 2642288, is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. A full list of members of both firms is available at the registered office: The Mills, Canal Street, Derby DE1 2RJ.

Neither firm is authorised under the Financial Services and Markets Act 2000 but Bates Weston LLP is able, in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

B W Financial Services Limited. Registered No. 03616474 England and Wales. An appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority, firm reference number 189042. Registered office: The Mills, Canal Street, Derby DE1 2RJ.

Bates Weston Tax LLP is a Limited Liability Partnership. Registered No. OC402712 England and Wales. Registered office: The Mills, Canal Street, Derby DE1 2RJ.

Bates Weston Tax Advisory Limited. Registered No. 10676095 England and Wales. Registered office: The Mills, Canal Street, Derby DE1 2RJ.

Bates Weston Corporate Finance LLP is a Limited Liability Partnership. Registered  No. OC402713 England and Wales. It is also regulated by the Financial Conduct Authority, firm number 768950. Registered office: The Mills, Canal Street, Derby DE1 2RJ.

Bates Weston Probate LLP is a Limited Liability Partnership. Registered No. OC429514 England and Wales. Registered office: The Mills, Canal Street, Derby DE1 2RJ. Bates Weston Probate LLP is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

BW IT Services Limited. Registered No. 05279089 England and Wales. Registered office: The Mills, Canal Street, Derby DE1 2RJ.

Professional Indemnity Insurance (PII). Our PII cover is provided by American International Group Limited and Allianz Global Corporate & Speciality SE,  c/o MFL Insurance Group Limited, Barlow House, Minshull Street, Manchester M1 3DZ. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any claim brought in any court in the United States of America or Canada.