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.