A Personal Approach to Wealth Management. The Bateman Group Advice and Service Guide

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Owen McDaniel
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1 A Personal Approach to Wealth Management The Bateman Group Advice and Service Guide

2 Introducing The Bateman Group The Bateman Group, in the heart of Warwick, is recognised as one of the most respected regional firms in the country whereby Founder and Chairman, John Bateman, has always championed a philosophy of offering clients quality service with integrity and impartial advice. Significant investment in technology means that insurance and investment advice can be given quickly and effectively, having appraised all market opportunities available for each client s needs. It is our dedication to service, professionalism and innovation which we believe sets Bateman Wealth Management apart.. Why The Bateman Group? For nearly 50 years, The Bateman Group have been providing independent financial advice and insurance services to a prestigious customer base of individuals, private and public companies. The Bateman Group is refreshingly different, offering clients top quality service and in depth objective advice Established since 1967 Personal client-focused service Totally independent experts who review the whole market Regulated by the Financial Conduct Authority One of the largest insurance broker & financial advisory firms in Warwickshire Experienced support team Over 6,000 clients across the UK Control of client assets in excess of 60 million The Benefits Independent financial advice Impartial recommendations Detailed analysis & full market research Full range of tax-wrappers & products Highly competitive annual management charges from Providers/Fund Managers Large fund discounts Family member discounts On-line Equity, Unit Trust, OEIC & Mutual Funds Trading System Holistic view of all assets & products Detailed asset allocation models Streamlined administration Efficient tax & estate planning Detailed reports & summaries On-line access any time, any place Half yearly or annual reviews

3 A Personal Approach to Wealth Management A Unique & Modern Concept At Bateman Wealth Management we have developed a scientific and strategic process to provide a full range of advice and on-going management services enabling clients to manage their cash, pensions and investments. Using a defined process which utilises the very latest technology to deliver on-line information, realtime valuations and low-cost trading; we can provide you with an excellent advisory and monitoring service which allows you to maintain close control of your assets and provide you with greater peace of mind. This is not a product as such it is a very client focussed service-related proposition supported by a highly efficient award-winning trading platform. The Problem How your financial world may look now... Too many providers & Confusing valuations Irregular adviser con No clear investment Uncertain & outdate No on-going monitor 6 Steps To Improved Financial Health Step 1 No Obligation Initial Meeting/Teleconference This is an opportunity to exchange information about your needs and objectives. We will explain the services that we provide, discuss your requirements and subsequently provide an estimate of the costs involved. Step 2 Data Gathering & Objective Setting We will begin to review and develop your financial plan. We may possibly need to request additional information from insurance companies or providers regarding existing plans/policies and therefore may require your written authority to access this information under the Data Protection Regulations. Step 3 Preparation of your Financial Plan We will carry out detailed research and review the various options available in line with your objectives. On conclusion of our market analysis, we will prepare our final reports which will include observations, assumptions, and specific recommendations together with an action plan for your consideration. Step 4 Presentation & Review We will now formally present your financial plan and review this together to ensure it is tailored to your personal requirements. At this stage should any alterations be required, we will then issue a revised report. Step 5 Implementation Providing our recommendations meet with your approval we will implement, in accordance your instructions, without delay. Step 6 Ongoing Monitoring & Advice Periodic update meetings and reviews are essential to maintain good financial health and we strongly recommend them. We will agree the frequency with you and diarise accordingly. Identifying Needs... Providing Solutions... Implementing

4 products & statements tact process d investment risk ing The Solution How your financial world could look in the future... One centralised platform In-depth, standardised valuations & reports Half-yearly or annual review Agreed risk profile Model investment portfolios Regular portfolio assessment & rebalancing A Choice of Service Plans A Wrap Platform allows you to aggregate all, or a substantial proportion of your cash, investments and pensions on one client management software platform: on which all the details of each investment are held, updated and automatically re-valued; subject to the constraints of the Wrap Platform and the individual Insurance Companies and Fund Managers. We offer two levels of service under the Wrap Platform Platinum and Gold which are based around delivering the differing levels of service required by each client. These services are paid for by an annual management charge that is expressed as a percentage of the funds under management and payable directly from the plan/platform. With no hidden extra charges, we have designed our fees to reflect our success in investing on your behalf. You can then manage your holdings in a far more holistic approach, rather than the often piecemeal way that most of us do, with different plans with different advisers/insurance companies. To Begin the Process... We would welcome the opportunity to discuss your personal requirements. To arrange your free, without obligation initial meeting, please call us on or Julian@bateman-group.co.uk Strategies... Our Terms of Business and fee rates will be discussed in detail during the initial meeting; or alternatively can be provided on request.

5 Corporate Financial Advice Available At Bateman Corporate Management we provide a full range of services to Directors, Partners and Employees, covering all aspects of corporate financial advice and employee benefits. For nearly 50 years we have been helping companies design corporate protection programmes such as Shareholder Protection and Keyman, as well as retirement planning options. This includes qualifying Work Place Pension Schemes and other areas of modern employee benefit packages such as income protection, life assurance and medical cover. It is also vitally important that your company or partnership remains compliant with changes in legislation and our experienced qualified team will ensure that you remain updated through an agreed service plan. This is further enhanced by our informative seminars, newsletters and one-to-one staff meetings as agreed, delivered on a regular basis in compliance with FCA Regulations. Corporate Investment Management Directors & Employee Pensions Executive Drawdown Plans & Retirement Options Equity Release Schemes Group Critical Illness Schemes Group Death In Service Schemes Group Income Protection Schemes Group Medical & Health Insurance Keyman Cover Shareholder & Partnership Protection Personal Insurance Fine Art & Collectibles Household including High Value Homes & Overseas Properties Motor including Family Fleet & Prestige Car Non-standard home insurance e.g. listed properties, high flood risk & unoccupied properties Travel including cover for those with pre-existing medical conditions Commercial Insurance Business Interruption Commercial All Risks Commercial Vehicle Computer Contractors & Contract Works Credit Directors & Officers Engineering Employers Liability Event Cover Internet Liability Legal Expenses Management Liability Portfolio Marine Motor Fleet Office Personal Accident & Sickness Professional Indemnity Public & Product Liability Property Owners Risk Control & Management Terrorism Extension Theft

6 PENSION, PROTECTION & INVESTMENT CONSULTANTS 53 Smith Street, Warwick, CV34 4HU Tel: l Fax: l enquiries@bateman-group.co.uk The Bateman Group and Bateman Wealth Management are trading names of Bateman Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (Registered No: ) Wealth Management 12/13

A Personal Approach to Business Insurance. The Bateman Group Advice and Service Guide

A Personal Approach to Business Insurance The Bateman Group Advice and Service Guide Introducing The Bateman Group Since its creation in 1967, The Bateman Group have been providing clients with independent