FCA verified
20th November 2017

Bateman Financial Management Ltd

Financial Adviser (Restricted Whole of Market) Scawns House, Menheniot, Liskeard, Cornwall, PL14 3QP
We are committed to ensuring our clients manage and grow their wealth securely in a world of escalating financial change.
We can advise you on
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Pensions & retirement planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Richard Bateman
Chairman
Where to find us
About us

Bateman Financial Management has over 40 years of experience in providing expert financial advice to clients throughout the UK. Dedicated and professional, we are committed to ensuring our clients manage and grow their wealth securely in a world of escalating financial change. Our team combines an excellent range of financial knowledge with a warm personal service that is tailored to take into account each clients needs and aspirations.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Bateman Financial Management Limited, Scawns House, Menheniot, Cornwall, PL14 3QP is an appointed representative of Lighthouse Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company Reg. No. 3569193. Registered office as above.
The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at /consumer/complaints.htm or you can ring the consumer help line on either or .

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