FCA verified
18th September 2017

Bateman Asset Management Ltd

Independent Financial Adviser 53 Smith Street, Warwick, Warwickshire, CV34 4HU
We pride ourselves in offering a friendly, client-focussed service which looks to establish solid & fruitful long-term relationships.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Travel
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
J D Bateman DIP PFS, IRIB
Managing Director
Where to find us
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)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0

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