bateman_group.co.uk

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
Pension information
Pension information
Preferred retirement age

Services required:	Personal
	Target funding strategies
	Early retirement planning
	Pension transfer analysis
	Income drawdown
	Annuity Purchase
	Phased retirement planning
	Investment of tax-free cash
	Inheritance tax and estate planning


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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.