Bateman Financial Management - 01579 348080

Bateman Financial Management has over 40 years of experience in providing expert financial advice to clients throughout the UK.

Dedicated and professional, we are committed to ensuring our clients manage and grow their wealth securely in a world of escalating financial change. Our team combines an excellent range of financial knowledge with a warm personal service that is tailored to take into account each clients needs and aspirations.


Investments

At Bateman Financial Management our aim is to guide you through the maze of investment options to build a portfolio that is tailored towards you and your needs. Before we make any recommendations we undertake a detailed analysis of your requirements and aspirations concerning your attitude to risk, your targets for income and/or growth, the length of your investment and potential tax opportunities.


Retirement & Pensions

In today’s uncertain economic climate, planning in advance for your retirement is vital to ensure that you have the capital to fulfil your plans and aspirations after you finish working.


Estate Planning

Adequate estate planning requires important financial decisions that can often be overlooked. Estate planning can involve ensuring that you have reviewed any issues regarding Inheritance Tax, Trust planning and Will writing. We are able to provide advice in estate planning and introduce you to specialist solicitors to ensure that your estate goes to your intended beneficiaries in the most tax efficient manner.


Protection

Life assurance cover can take many forms and there are many different types of protection which can cover certain events such as premature death, the onset of a critical illness or both combined. We can also advise you on mortgage protection cover which covers your mortgage liability in the event of premature death or sickness


Mortgages

Getting the key of your first home is one of the great moments in life and there are few things more exciting than buying the perfect property for your needs. Whether you are a first time buyer starting out on the property ladder, require more space for the family or are looking for an investment property to rent, it is likely you will need a mortgage to help you make your move. As part of our service we are able to provide introductions to a panel of trusted mortgage brokers with whom we have dealt over a number of years.

Bateman Financial Management Limited is an Appointed Representative of Lighthouse Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 114661.