Bateman Financial Management Ltd

Restricted - Whole of Market  Scawns House, Liskeard, Cornwall, PL14 3QP
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FCA authorised
Last authorised 18th January 2021
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
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Pensions & retirement planning
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Richard Bateman
Chairman
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.

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

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

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