For individuals navigating sudden wealth & complex transitions.
For individuals navigating sudden
wealth & complex transitions.
Life can change in an instant – through inheritance, the death of a loved one, or divorce.
These events bring not only financial implications but also emotional and relational complexity.
At Bateman’s Advisory, we walk beside you through these moments, offering clarity, structure, and trusted support to help you make grounded decisions for your future.
A unique aspect of our practice is that I work closely with Nicole Stewart (click to visit her website) – my fiancée and an exceptional somatic leadership coach for women.
Nicole is a prime example of the kind of best-of-breed support that’s often needed during and after a significant life event.
For women navigating divorce or inheriting wealth, it’s not just about managing money – it’s about choosing the right team for this new chapter.
Often, that means re-evaluating long-standing financial and legal relationships, and surrounding yourself with professionals who understand both the emotional and structural dimensions of transition.
Nicole’s work provides the grounding and clarity that makes those choices easier – helping women reclaim their strength and move forward with confidence.
so open and accepting of who I am, and who I want to become."
an approach so immersed in the love and grace she holds for her clients.”
Inheritance
Sudden inheritance can be overwhelming, especially if you weren’t the one managing the finances before.
I help you understand your position, prioritise what matters most, and build a structure that supports your next chapter.
If you are a woman going through this, Nicole can also support you navigating the identity and emotional shifts that often accompany these events – helping you move from survival mode to a place of clarity and agency.
It’s essential that your current advisors are right for your future – not just familiar, but fit for purpose. I’ll help you review who’s around you now, and introduce you to the best of my trusted network to fill any gaps with care and clarity.
Death
The loss of a partner often leaves one person responsible for all the family’s affairs.
I help organise the professional support around you, act as a gatekeeper when necessary, and ensure nothing critical is overlooked;
Nicole can provide a powerful space for women to process grief, recalibrate, and reconnect with what matters most.
For men, I bring a nuanced hand to navigating the impermanence of our collective lives, having spent 10+ years caring for my own fathers illness and palliative needs, and my work with The Mankind Project, Menergy and Freemasonry.
Divorce
Divorce can unravel long-established structures – legal, financial, and emotional.
Having gone through it myself, as your advocate we will support you from start to finish, across financial and non-financial matters.
Our job is done when we’ve ensured you are surrounded by the right people, feel confident and capable about your future, and given you the best head start on your next chapter.
For women especially, this may be a time to re-establish financial independence and personal agency, and Nicole offers a trusted container for that work – helping clients find clarity, resilience, and personal confidence in what’s next.
Are your current advisors right for this next chapter,
or simply familiar faces from the last?
Are you shaping the future on your terms,
or letting the past dictate what comes next?
Are your current advisors right for this next chapter, or simply familiar faces from the last?
Are you shaping the future on your terms,
or letting the past dictate what comes next?
