The Bateman Group

What The Bateman Group does

The Bateman Group is an independent insurance brokerage and financial advisory firm established in 1967 and headquartered in Warwick, United Kingdom. The firm operates through two FCA-regulated legal entities — John Bateman Insurance Consultants Ltd (general insurance, FCA Reg. No. 311378) and Bateman Asset Management Ltd (investment business, FCA Reg. No. 462900) — delivering an integrated proposition across personal, business, and specialist insurance plus investment, pension, and protection advisory. Its product catalogue spans roughly 28 line items organized into four pillars: Personal Insurance (home, motor, classic car, travel, holiday home, overseas property, GAP, art, and private leisure craft), Business Insurance (general business, public liability, professional indemnity, commercial/residential landlord, hospitality, tradesman, and cyber), Specialist Insurance (golf course, event, gallery, vending machine), and Financial Advisory (investments, pensions, life assurance, financial planning, estate planning).

The business runs on the Acturis broking platform for client management and new business trading, with no proprietary technology of note. Revenue is generated through commission on insurance placements and fees on financial advisory, with a sales-led go-to-market combining field-based Commercial Account Executives, inside sales via dedicated phone lines by department, online quote enquiry forms for self-service lead capture, and channel partnerships with associations such as NIVO, CRLA, The Devon Landlords Association, and Leamington & County Golf Club. The company has served 10,000+ customers since 1967 and holds a 3,000-client commercial landlord book, with a 4.1-star Google rating across 18 reviews and a content marketing effort led through Julian Bateman's insights blog.

Name

The Bateman Group

Legal name

John Bateman Insurance Consultants Ltd

Website

https://bateman-group.co.uk

Company type

Private

Founded year

1967

Operating status

Operating

Headcount range

11–50 employees

Short description

The Bateman Group is an FCA-regulated, family-owned independent insurance broker and financial advisory firm founded in 1967 in Warwick, UK, serving individuals, businesses, and specialist niches across personal, commercial, and niche insurance plus investments and pensions.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Mid-Market Commercial Package (Package Policies) (FSAJAFAB)

akta.pro secondary industry

Habitational / Residential Property Managers BOP (FSAJAFAN)

Keywords

• Insurance brokerage
• Financial advisory
• Commercial insurance
• Personal insurance
• Pension planning

Headquarters

HQ city

Warwick

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Insurance Brokerage: Commission-based insurance brokerage services for personal, commercial, and specialist insurance products. The company acts as an independent insurance broker providing recommendations from whole-of-market access.
2. Financial Advisory Services: Fees or commission-based financial advisory for investments, pensions, life assurance, and protection products. The company states they are happy to work on either a fee or commission basis, or combination of both, with initial consultation being free.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

The Bateman Group is an independent insurance broker and financial advisory firm established in 1967, operating as a whole-of-market intermediary. The company distributes personal, business, and specialist insurance products (home, motor, commercial, landlord, cyber, art, golf course, etc.) and delivers financial advisory services including investments, pensions, life assurance, financial planning, and estate planning. Revenue is generated primarily through insurance commissions and financial advisory fees, with personalized advice delivered via dedicated account handlers and face-to-face consultations.

Product overview

The Bateman Group is an independent insurance broker and financial advisory firm established in 1967, operating as a single integrated service rather than a modular software platform. The company offers three interconnected service pillars: Personal Insurance (including home, motor, travel, classic car, GAP, art, and private leisure craft insurance), Business Insurance (including general business, public liability, professional indemnity, landlord, hospitality, tradesman, and cyber insurance), and Specialist Insurance Schemes (golf course, event, gallery, and vending machine coverage). Additionally, the firm provides Financial Advisory services encompassing investment management, pension planning, life assurance, financial planning, and estate planning. The company is authorized and regulated by the FCA and positions itself as an independent broker with access to the whole market, providing personalized advice through dedicated teams rather than a self-service digital platform.

Differentiator

Problem solved

Functional benefit

Brands

• Art-Insure: A specialized insurance scheme for fine art, antiques, sculptures and collectables, described as the UK's leading purpose-built insurance scheme for fine art.

Products and services

• Home Insurance Coverage for residential properties protecting against risks such as fire, theft, flood, and accidental damage, with options for buildings and contents. Aimed at individual property owners and families.
• Motor Insurance Vehicle coverage protecting car owners against accident damage, theft, and third-party liability. Aimed at individual motorists.
• Classic Car Insurance Specialist coverage for vintage and classic vehicles with tailored policies recognising the unique value of collector cars. Aimed at classic car owners and enthusiasts.
• Travel Insurance Coverage for trips including medical emergencies, cancellation, lost baggage, and travel delays. Aimed at individual travellers and families.
• UK Holiday Home Insurance Specialist coverage for holiday let properties in the UK, addressing risks specific to properties let to vacationers. Aimed at individual property owners running holiday lets.
• Overseas Property Insurance Coverage for properties located outside the UK, protecting against damage, theft, and liability risks. Aimed at individual owners of overseas real estate.
• GAP Insurance Guaranteed Asset Protection covering the gap between an insurer's payout and the original purchase price or finance settlement if a vehicle is written off or stolen. Aimed at individual vehicle owners with financed vehicles (maximum vehicle value £125,000).
• Art Insurance Specialist coverage for fine art, antiques, sculptures, and collectables with bespoke policies including loss-in-value cover and automatic increases following artist deaths. Aimed at collectors, galleries, and individual art owners.
• Private Leisure Craft Insurance Coverage for boats and watercraft including motorboats, sailing yachts, and prestige vessels, underwritten by Zurich with benefits such as replacement vessel up to 110% of agreed value. Aimed at private boat owners.
• General Business Insurance Commercial coverage for businesses of all sizes, from small enterprises to large PLCs, protecting against property damage, liability, and operational risks. Aimed at UK commercial entities.
• Public Liability Insurance Coverage protecting businesses against claims from third parties for injury or property damage occurring on their premises or during operations. Aimed at UK businesses across sectors.
• Professional Indemnity Insurance Coverage protecting professionals against claims for negligent advice, errors, breach of confidentiality, defamation, and copyright infringement. Aimed at UK professionals and consultancies.
• Commercial Landlord Insurance Comprehensive package for landlords renting business premises, including buildings, contents, property owners' liability, and business interruption coverage. Aimed at UK commercial landlords (3,000 clients served).
• Residential Landlord Insurance Coverage for residential property landlords protecting against property damage, liability claims, and loss of rental income. Aimed at UK residential landlords.
• Pub & Restaurant Insurance Specialist coverage for hospitality venues addressing risks specific to pubs, bars, and restaurants including stock, equipment, and liability. Aimed at UK pub and restaurant operators.
• Hotel & Guesthouse Insurance Coverage for accommodation providers including hotels and guesthouses, addressing guest liability, property damage, and business interruption. Aimed at UK hotel and guesthouse operators.
• Office & Retail Insurance Coverage for commercial premises including offices and retail shops, protecting against property damage, liability, and business interruption. Aimed at UK office-based and retail businesses.
• Tradesman Insurance Package coverage for self-employed tradespeople including public liability, employers liability, tools and equipment, and contract works. Aimed at UK self-employed tradespeople.
• Cyber Insurance Comprehensive cyber coverage offered in partnership with Travelers, providing up to £10 million protection for breach response, cyber-crime, business loss, and cyber liability including coverage for regulatory proceedings, data breach liability, business interruption, and cyber extortion. Aimed at UK businesses of all sizes.
• Golf Course Insurance Specialist coverage for golf courses addressing unique risks including clubhouses, courses, equipment, and liability specific to golfing facilities. Aimed at UK golf course operators and affiliated clubs.
• Event Insurance Coverage for events protecting against cancellation, liability, and property damage during organised gatherings. Aimed at event organisers in the UK.
• Gallery Insurance Specialist coverage for art galleries protecting collections, premises, and liability associated with exhibiting and selling artwork. Aimed at UK gallery operators.
• Vending Machine Insurance Specialist coverage for vending machine operators protecting equipment and liability associated with automated retail. Aimed at UK vending machine operators.
• Investment Services Independent investment advisory services providing recommendations for achieving client investment requirements, including portfolio management and strategic financial planning. Aimed at directors, partners, employees, and personal clients.
• Pension Services Advice on individual pension planning options including self-employed pension provisions, helping clients prepare for retirement. Aimed at individuals, the self-employed, and business clients.
• Life Assurance & Protection

Quantifiable outcome

• 3,000 commercial landlord clients across the UK
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• NIVOcoreTechnology or IntegrationTechnology partnership providing software solutions for insurance operations and client management.
• ActuriscoreTechnology or IntegrationPrimary broking system used for existing client management and new business trading, enabling efficient policy administration.
• CRLAminorChannel Partner/ Reseller/ DistributorAssociation partnership with the Credit Brokers Association providing referral channels for lending-related insurance products.
• TravelerscoreStrategic or Co-development PartnerExclusive partnership with Travelers as one of the world's leading cyber insurers, offering expert advice and comprehensive cyber cover up to £10 million with claims service handling through specialist partners Pinsent Masons.
• ZurichcoreStrategic or Co-development PartnerUnderwriter for private leisure craft insurance, with Zurich providing 90 years of marine insurance expertise for boats and watercraft coverage.
• Renaissance CreativeminorGTM or Marketing PartnerCreative agency partnership for marketing and branding services.
• Ghost Design ConsultantsminorGTM or Marketing PartnerWebsite design agency responsible for the company's website design and digital presence.
• The Devon Landlords AssociationminorChannel Partner/ Reseller/ DistributorAffinity partnership with regional landlord association providing insurance referrals to members.
• Leamington & County Golf ClubminorChannel Partner/ Reseller/ DistributorPartnership providing insurance services to golf club members and affiliated businesses.
• Kevan Gough Consultants LtdminorImplementation/ SI/ Consulting PartnerConsulting partnership providing additional advisory capabilities.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Aon UK: Global insurance and reinsurance broker with a major UK commercial practice and risk advisory offering. Comparable in product categories served (commercial P&C, cyber, professional indemnity) but at vastly larger scale.
• Arthur J. Gallagher (UK): Global insurance broker with a substantial UK commercial and corporate client base. Comparable in product offering and commercial-line focus, though operating at much larger scale across multiple geographies.
• NFU Mutual: UK mutual insurer distributed through a local-agent network, offering personal, commercial, and specialist lines to rural and small-business customers. Comparable product breadth and member-trust-based distribution.
• Towergate Insurance: UK commercial and personal-lines broker with multiple regional offices. Comparable multi-line product set, but at significantly larger scale and under group ownership (Ardonagh).
• Howden UK: A growing UK and international insurance broker group offering personal, commercial, and specialty lines. Comparable product breadth and target segments to Bateman, but with materially greater scale and capital backing.

Direct peers

• Aston Lark: UK mid-market commercial insurance broker with personal lines and specialist scheme offerings. Closely comparable to Bateman in serving UK commercial clients with bespoke schemes and a regional base.
• Adrian Flux: UK specialist insurance broker focused on niche personal lines (classic cars, leisure, high-value homes). Comparable to Bateman's specialist schemes arm (Art-Insure, leisure craft, golf) in operating niche brokerage verticals.
• A-Plan Insurance: UK multi-line insurance broker offering personal and commercial lines through high-street branches and advisers. Highly comparable to Bateman's hybrid personal/commercial/specialist broker model with a similar geographic footprint.
• One Broker: UK regional commercial insurance specialist working with commercial clients on tailored policies. Highly comparable to Bateman's commercial-side focus and advisor-led delivery model.

Regional players

• Brownhill Insurance Group: Smaller UK regional commercial insurance broker serving SME and mid-market clients. Closely comparable to Bateman in size, geographic concentration, and advisor-led commercial brokerage model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/bateman_group
• Facebookfacebook.com/The-Bateman-Group-1577503639034290
• LinkedInlinkedin.com/company/the-bateman-group-est-1967-
• Instagraminstagram.com/the_bateman_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Bateman Group