Life & PensionsIndependent Financial Advice

 




Under our Bateman Investment/Pension Management banner we provide a full range of services to private clients in managing their cash and investment assets as well as pension and retirement strategies. We have helped clients design programmes to provide adequate levels of income, capital growth or a combination of both. Our advice and ongoing services ensure that our clients use all of the available allowances and plan their financial independence in the most tax-efficient way.

We also assist our clients with other important taxation issues such as Inheritance Tax and Estate planning to ensure that their assets are preserved in the event of death or unforeseen critical events. In addition we also advise on other areas of financial planning such as income protection, life assurance & critical illness, mortgage and re-mortgages, equity release plans, Long Term Care, School/University fees and medical cover.


  
 
 
 

Your Details

  

Full Name

Telephone

Fax

E-mail

Postal Address

Post Code
Investment information
  
Capital available
Requirments
Growth

Pension information
  
Are you a member of a
company scheme?


Preferred retirement age
 

 
Protection information
  
Cover required:
  
Critical illness
Income
Inheritance tax
Medical
 
Would you like someone to call?
 Yes N o
When would you like them to call?
Today Tomorrow
What time would be preferable?
 
   

 
 


PLEASE READ [Insurance Companies Act]
This form is intended for the Bateman Group to provide an estimate only. You will be contacted shortly if more information is needed to provide a complete quotation. If you need a fast quotation then we recommend that you call for free on 0800 7316689
Please Note: Insurance cover cannot be arranged for overseas businesses, other than for subsidiaries of UK based organisations.

All contents are copyrite© 2006 The Bateman Group. Your use of this website is subject the set out here.
You should read them carefully before going any further. Bateman Asset Management Limited is an Appointed Representative of Grosvenor
(FP) Ltd which is authorised and regulated by the Financial Services Authority.

John Bateman Insurance Consultants Limited is authorised and regulation by the Financial Services Authority for general insurance business.

The information contained in this web site is for general information only and is not financial, investment or tax advice.
It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please
Contact us.

* The FSA does not regulate all forms of the products or services we provide.