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.

Small pension boost can make a big difference

Small increases in pension contributions can significantly boost long-term savings, thanks to the power of compound investment growth. Even a modest monthly rise can add tens of thousands to your retirement pot, making future financial security far more achievable.

Home and Property

Key changes in the housing market

November’s Budget may feel distant, but key changes are on the way for landlords, high-value homeowners and first-time buyers. From rising rental income tax to the end of the Lifetime ISA and a new high-value property surcharge, here’s what to be aware of in 2026

Economy

News in Review

Bank Rate has been retained at 3.75%, average houses prices surpass £300,000 and the UK services sector strengthens.

Economy

News in Review

This week’s News in Review looks at Keir Starmer’s successful visit to China, the government U-turn on business rates for pubs and music venues and a new consultation into a new Lifetime ISA.

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.

Guides

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.

Guides

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.

Guides

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: