Privacy Policy

Please click here to view our Privacy Policy (pdf)

Personal Information Statement

Bateman Financial Management handles all personal information in accordance with the United Kingdom’s Data Protection Act. We maintain strict security standards and procedures in order to prevent unauthorised access to your personal information by anyone, including our staff. Under data protection legislation, you can make a written request for a copy of certain personal records we hold about you. The current fee is £10.00 per request from each individual.

We may provide your personal information to our affiliated companies or other trusted businesses or persons acting under a confidentiality agreement for the purpose of processing personal information on our behalf. These parties are required to process such information based on our instructions and in accordance with this policy. They do not have any independent right to share this information.

You are able to opt out of and/or unsubscribe from receiving marketing information from Bateman Financial Management and other Lighthouse Group companies at any time by clicking the unsubscribe link on the relevant email.

Bateman Financial Management Ltd.
Scawns House
PL14 3QP
Registered in England No. 3569193.

Registered Office: as above

Bateman Financial Management is an appointed representative of Lighthouse Advisory Services Ltd. Lighthouse Advisory Services Limited (firm number 195199), which is authorised and regulated by the Financial Conduct Authority.