Bateman Financial Management Ltd

Financial Adviser (Restricted Whole of Market) Scawns House, Menheniot, Liskeard, Cornwall, PL14 3QP
FCA verified
18th February 2019
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

Scawns House, Menheniot, Liskeard, Cornwall, PL14 3QP

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 client's 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 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 Scawns House, Menheniot, Cornwall, PL14 3QP

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