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  11. Bateman Asset Management Ltd

Bateman Asset Management Ltd

Independent Financial Adviser  53 Smith Street, Warwick, Warwickshire, CV34 4HU
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FCA authorised
Last authorised 18th October 2021
We pride ourselves in offering a friendly, client-focussed service which looks to establish solid & fruitful long-term relationships.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR J D Bateman DIP PFS, IRIB
Managing Director
About us

For nearly fifty years we have provided independent financial advice to a prestigious client base of individuals, private and public companies and are recognised as one of the most respected regional firms in the country.

Our success has been built on offering all clients quality service with integrity and impartial advice. We offer the full range of financial planning services and our significant investment in technology ensures that information is given efficiently having appraised all market opportunities available for a clients particular needs.

Our services

For asset and wealth management, to pensions, life assurance and estate planning, The Bateman Group have access to a huge range of financial services, plans and solutions and review the whole market in order to provide you with the right strategy.

Our experience, knowledge and independent advice enables us to design the perfect plan for you, and from our initial meeting to ongoing monitoring and reviews, you can always feel certain that The Bateman Group is providing you with the very best, independent financial advice.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

53 Smith Street, Warwick, Warwickshire, CV34 4HU

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