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Bateman Group Logo
Bateman Group Logo

Advice Process

It is important we fully understand your circumstances and your objectives so we can work with you to plan you financial future.

Initial Enquiry

We will discuss with you our servcies, philosophies, methodology and fee strucutre and help you learn more about how we manage our clients.

If our services apper to fit your needs & requirements, you will need to schedule a no-obligation Initial Meeting in person or on the telephone.

Initial Meeting

An opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and to provide an estimate of the costs involved.

We will ask you to provide us with your basic information and how you would like us to proceed with your planning. We will confirm how we are to proceed with you before we begin any work for you.

Data Gathering

We may need to request additional information from insurance companies or providers regarding existing plans/policies and therefore may require your written authority to access this information.

We may require your written authority to allow us to approach your exisiting providers or we may ask you to gather further information. We will discuss further your attitude to risk and capacity for loss.

Goal Setting

If required we will work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goal and objectives.

This is another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss any additional questions or concerns with us.

Analysis & Plan

We will refine the informaiton you have provided through research and analysis and review various options and scenarios available to conclude a suitable solution. We will provide you with a report detailing our specific recommendations and personal action plan. Your report will detail the full specific costs for the recommendations and on going service agreed.

The initiative rests with us during this phase - all you have to do is await your next meeting with us, and we will contact you when the reports have been completed and are ready for presentation.

Plan Presentation

We will now present and review your financial plan and the specific recommendations with you.

Once you are comfortable with everything and we have discussed any amendments you may want, you will then be in a position to give us instructions to action the recommendations and any necessary documentation will be completed.

Ongoing Service

We will agree a review schedule with you as these are essential to maintain good "financial health".

It is important we review your circumstances and your goals at least annually and we will contact you to make a mutually agreeable time to meet.