Protection

Help ensure your family's financial security whatever may happen in the future.

Protection

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

01579 348 080
info@bateman-financial.co.uk

We will meet with you and assess your current level of protection, advising you of any gaps in your current policies and advice on how to improve your level of cover.

There are many different types of protection contracts and our advisers will discuss with you the financial impact of suffering death, being diagnosed with a critical illness or being unable to work due to ill health before making recommendations to help protect your family should the worst happen.

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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

info@bateman-financial.co.uk

Our Address:
Scawns House
Menheniot
Liskeard
Cornwall
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
Quilter
SUNDERLAND
SR43 4JP

Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)



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