Julian Bateman DipPFS

Hi, I'm Julian, welcome to my introductory profile page where you can find out more about me and my company, The Bateman Group.

You can also read topical news articles covering different areas of finance and access detailed guides on specific financial topics.

Learn more

About

I am the Managing Director of The Bateman Group, and have been so since 1998. Apart from the day-to-day duties that this involves, I am also a qualified IFA and advise clients on all aspects of personal financial planning, investment & pensions and corporate clients with regard to group pension and protection schemes.

I hold the Financial Planning Certificate (FPC) and the Advanced Financial Planning Certificate (AFPC), as well as the DipPFS qualification.

About The Bateman Group

We have not lost sight of our ‘grass roots’ like many of our competitors and pride ourselves on combining our traditional values within a competitive and e-commerce driven market.

Founder and Chairman John Bateman always championed a philosophy of offering clients quality service with integrity and impartial advice, a philosophy that has meant The Bateman Group being recognised as a respected regional firms in the country.

Whether you are part of a large concern, running a small business or a private individual, The wider team at Bateman Group resources are on hand to work hard on your behalf.

News

Featured below is a mix of topical articles which may be of interest to you.

Don’t just plan – protect your money

Having a financial plan should go hand-in-hand with a conversation about insurance. Only 29% of UK adults have life insurance, and even fewer have critical illness or income protection, highlighting that a concerning number of Brits risk leaving themselves and their loved ones vulnerable during life’s toughest moments. Consider writing your life insurance policy into trust; under current rules the payout will not be subject to Inheritance Tax, plus your beneficiaries should receive the money swiftly as it will not have to go through probate.

On your agenda – end of tax year planning

As the 2024/25 tax year ends, get your finances in order and maximise your investments. Key Autumn Budget updates: IHT thresholds frozen until 2030, CGT rates have increased, and ISA and JISA limits remain the same until April 2030.

General Financial

Why financial procrastination can harm your health (and your finances)

Financial procrastination—delaying financial tasks—can harm your finances and health. Common signs include overwhelm, fear of mistakes, and unclear goals. Combat it with expert advice, clear planning, and proactive steps to take control and achieve financial stability.

Economy

News in Review

The UK signed landmark trade deals with the US and India, cutting key tariffs and boosting exports. The Bank of England lowered rates to 4.25% amid slowing inflation and global uncertainty, aiming to support growth and economic stability.

Guides

This Guides section provides more detailed information about just a few areas of financial planning. They each provide an overview of specific topics.

An Introduction to Life Insurance

Although life insurance probably isn’t at the top of many people’s ‘to do’ list, it’s arguably one of the most important financial products anyone can take out, and one of the best ways of protecting your loved ones financially. This guide explains the different types of cover, how much cover you might need and lists the top tips about life insurance.

Retirement Planning

An Introduction to Retirement Planning

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

Investing

An Introduction to Investing for Children

We all want our children to have the best possible start in life. But how best to achieve it? Investing offers the potential for strong returns, especially if you start early. This guide considers the options, highlighting the importance of assessing your objectives, making an investment plan and suggests the top tips for investing for maximum tax-efficiency.

General Financial

An Introduction to Receiving a Windfall

Throughout life, many things can have a significant impact on your financial needs and plans for the future, including receiving a sudden windfall. As your life journey progresses, you will need to adapt to an endless list of variables such as: