Bateman Asset Management Limited

Reference number: 462900

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When bateman-group.co.uk first appeared online, and whether it can receive email
  • What kind of line 01926 405883 is
  • Who else gives the postcode CV34 4HU
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • The Bateman Group Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05119585
Company status
Active
Company type
Private limited company
Incorporated
5 May 2004 (22 years old)
Registered office
53 Smith Street, Warwick, CV34 4HU
Nature of business
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)

Directors and company secretaries

Name Role Born Appointed Other companies
Julian David Bateman Director Jun 1965 5 May 2004 2 other companies
Julian David Bateman Secretary Not published 5 May 2004 2 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2
is FCA-registered
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2025Full accountsNot audited

Profit before tax

£130k

<1% from £130k

Total equity

£573k

No earlier figure to compare

Cash at bank

£553k

+1.3% from £546k

Owed within a year

£40.9k

−7% from £44.0k

The accounts for the year to 31 July 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £325k, for the year to 31 July 2022.

Profit before tax

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05119585. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Bateman Asset Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (12)

2016

1 June 2016

  • Bateman Group Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

6 November 2007

  • Regulated by the Financial Services Authority from this date

FCA register

5 June 2007

  • Became authorised by the FCA

FCA register

2004

5 May 2004

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Bateman Asset Management

Other FCA-listed firms that share a director, phone number or address with Bateman Asset Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Bateman Asset Management

Other firms of the same type (financial adviser), nearest first.

In Warwick

Beaufort Wealth Management LimitedWarwickAuthorisedFinancial Connections Wealth Management LimitedWarwickAuthorisedFoxbrook Wealth Management LimitedWarwickAuthorisedJenny LomasWarwickAuthorisedJohnson GibbsWarwickSee the registerAndrew RobinsonWarwickAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Bateman Asset Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Bateman Asset Management Limited FCA authorised?
Yes, Bateman Asset Management Limited (FRN 462900) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Bateman Asset Management’s phone number and website?
The FCA register lists the phone number 01926 405883 and the website bateman-group.co.uk for Bateman Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Bateman Asset Management a scam or clone?
Bateman Asset Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Bateman Asset Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bateman Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Bateman Asset Management?
Bateman Asset Management is owned by Bateman Group Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 1 June 2016.
Who runs Bateman Asset Management?
Companies House lists one director of Bateman Asset Management: Julian David Bateman.
How long has Bateman Asset Management been in business?
The company was formed on 5 May 2004, and has held its current FCA authorisation since June 2007.
What do Bateman Asset Management’s latest accounts show?
Its latest accounts, to 31 July 2025, show profit before tax of £130k (<1% from £130k) and total equity of £573k (no earlier figure to compare).
Does Bateman Asset Management use any other names?
It trades as The Bateman Group.

Sources and links

The full report on Bateman Asset Management Limited

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