At Bateman Financial Management our aim is to guide you through the maze of investment options to build a portfolio that is tailored towards you and your needs.


Contact us to arrange a complimentary initial, no obligation discussion regarding your future.

01579 348 080

Today’s investor not only faces an uncertain financial climate but also a bewildering array of various savings and investment plans and schemes. The financial world is changing at a rapid pace and increasingly traditional forms of savings and investments such as banks and building societies may no longer offer the best return for your money. At Bateman Financial Management our aim is to guide you through the maze of investment options to build a portfolio that is tailored towards you and your needs. Before we make any recommendations we undertake a detailed analysis of your requirements and aspirations including your attitude to risk, your targets for income growth, the length of time you wish to invest, as well as potential tax opportunities.

Whether you have built up a tidy nest egg through savings, received an inheritance, taken a lump sum from your pension or won money on the lottery, we understand the importance of investing your money wisely so that its spending power is protected for the future.

Your attitude to risk

Key to determining the type of investment we recommend and manage on your behalf is your attitude to risk and volatility. We understand that categorising your attitude to risk is difficult – everyone sees risk differently – and our dedicated and experienced team will work with you to determine a level of risk in your investments that you are comfortable with. At all times we will strive to ensure that you fully understand the potential implications and rewards of your investments.

Understanding Risk

Generally speaking, higher risk investments potentially will yield greater returns with an increased chance of losing money. Lower risk investments usually provide a lesser return but with greater security for your money. There are other factors to take into account in understanding risk. How long will you invest? And where? Will you spread your investment out into broad, separate areas, or into one specialist area?

We will be on hand to guide you through these initial discussions and offer you advice enabling you to reach an informed decision.

Please Note

The value of your investments can go down as well as up, so you could get back less than you invested.

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Get in touch with us...

We understand that the financial world is often seen as a daunting and confusing place and we aim to guide you through the often difficult and life-changing decisions that you will undertake as you plan for you and your family's future financial security. We offer all our new clients an opportunity to meet face-to-face with one of our advisors to help assess your financial requirements and to offer you advice on your best course of action in future. This initial consultation is strictly confidential, can take place at our offices, in your home or on the telephone and is complimentary, with absolutely no obligation on your part. If you would like more information, or would like to arrange a consultation, please contact us.

01579 348 080

Our Address:
Scawns House
PL14 3QP

If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department
SR43 4JP

Tel: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website:

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (

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