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Bateman Group Logo
Bateman Group Logo

Financial Planning

Over the last few years we have seen a significant increase in the need for “holistic” financial planning and the need to look at your overall financial position from an asset accumulation.

Financial Planning

Income provision and estate planning perspective – and to provide a cohesive strategy that deals with all these areas in the short, medium and long-term.

We have recognised that clients have large properties, buy-to-let property, varied investments and pension benefits from different employments throughout their career and the ability to manage all of this is proving very challenging, particularly as legislation and annual allowances are continually changing.

We have now invested heavily in research, analysis and “cashflow forecasting” systems to help you manage your existing assets and provide a platform to gather all of the relevant data and plan in a more concise way.

How we can Help

  • Detailed analysis of your existing investments & pensions
  • Detailed analysis of your existing & future income and expenditure
  • Detailed cash flow forecast based on your current & future position
  • Series of “what if” projections based on possible changes to your situation
  • Detailed forecasts to include life events such as property sale, income requirements, a death of a partner, downsizing your house, early retirement
  • Consolidation of old or “frozen” pension benefits

What we Do

Why The Bateman Group?

  • Established since 1967
  • Personal client-focused service
  • Totally independent experts who review the whole market
  • Regulated by the Financial Conduct Authority
  • One of the largest insurance broker & financial advisory firms in Warwickshire
  • Experienced support team
  • Control of client assets in excess of £120 million

What Happens Next?

  • Arrange an initial meeting to discuss your requirements
  • We complete a “Fact-find” & gather full data
  • We provide a recommendation report & quotations
  • Arrange follow-up meeting to agree on a suitable strategy
  • We finalise amendments & plan implementation
  • We process & administer all documentation
  • Agree & diarise ongoing monitoring service