Wealth management
Wealth management services for family office
Managing your family’s wealth effectively requires more than just financial expertise – it calls for a holistic approach that addresses both your financial goals and lifestyle aspirations. From investment strategies to financial planning and protection plans, Bates Weston offers wealth management services tailored to your family’s unique needs.
We understand that an integrated approach is essential for effective wealth management. That’s why we’ll work closely with your existing financial services provider or, if you prefer, introduce you to Bates Weston Financial Services Limited. Together, we ensure your financial strategy is aligned, comprehensive, and positioned for long-term success.
How we can support your family’s wealth management:
Family investment advice:
We help develop a tailored investment strategy designed to meet your family’s financial goals while respecting your risk tolerance. Whether your focus is on growth, preservation, or diversification, we ensure your investments align with your broader objectives.
Financial planning:
A robust financial plan considers not only current needs but also long-term goals like retirement, estate planning, and intergenerational wealth transfer. We integrate skilled tax planning into your financial strategy, ensuring every element works together to maximise efficiency and security.
Life insurance and protection plans:
Safeguarding your family’s future is vital. We advise on life insurance and critical illness protection, ensuring your family’s interests are protected in the event of unforeseen circumstances.
What makes our services different?
We take pride in delivering clear, practical advice that’s tailored to your family’s circumstances. Whether you’re looking to protect existing wealth, plan for the future, or grow your investments, we provide the expertise and support you need. With a focus on collaboration and alignment, we ensure your wealth management strategy reflects your family’s values and goals.
To discuss how we can support your family’s wealth management needs, contact us today. Our initial consultation is confidential and without obligation, giving you the opportunity to explore how we can help manage your family’s wealth with confidence and care.
Ready to make a change?
From payroll to tax advice, Bates Weston has got you covered. Contact us to get started.
Speak with a specialist
No question is too big or small. Our dedicated team is here to provide straightforward, personalised advice and solutions for your business. Reach out today to see how we can support you.
More ways we can help
Our experts can assist with payroll, tax, succession planning, and more. Whatever your business needs, we’re ready to provide practical, personalised solutions that make a real difference.
The essentials
From bookkeeping to tax compliance, we handle your daily financial needs with precision and care.
Accounts
Business advisory
Our straightforward advice empowers your business to grow, offering strategic guidance on everything from tax planning to mergers, acquisitions, and succession strategies.
Bookkeeping
We streamline your bookkeeping, ensuring accurate, up-to-date records, allowing you to focus on running your business without getting bogged down in financial details.
Payroll bureau
Our fully compliant payroll services handle everything, from calculations to submissions, ensuring timely and accurate payroll processing, so your team gets paid smoothly and on time.
Management accounts
We provide clear, insightful management accounts, helping you make informed decisions, track performance, and plan for future growth with real-time financial data.
Advanced services
We go beyond the basics, offering strategic guidance to drive your business forward, ensuring long-term success.Â
Tax planning for you and your business
Pension & investment planning
Corporate finance
Wills & probate services
Family offices services
Looking to grow? Take the next step
From compliance to growth, our accounting firm in Derby has you covered. Call us to see how we can help.