Your Future, Our Experience

Our dynamic team at Bateman Financial Management has over 50 years of experience in providing expert financial advice to clients throughout Devon and Cornwall. 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.

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Investments

At Bateman Financial Management our aim is to guide you through the maze of investment options to build a portfolio that is tailored towards you and your needs. Before we make any recommendations we undertake a detailed analysis of your requirements and aspirations concerning your attitude to risk, your targets for income and/or growth, the length of your investment and potential tax opportunities.

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Retirement & Pensions

In today’s uncertain economic climate, planning in advance for your retirement is vital to ensure that you have the capital to fulfil your plans and aspirations after you finish working. There are a range of options available to you and our team will be able to guide you on your journey to making your retirement aspirations become a reality.

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Estate Planning

Adequate estate planning requires important financial decisions that can often be overlooked. Estate planning can involve ensuring that you have reviewed any issues regarding Inheritance Tax, Trust planning and Will writing. We are able to provide advice in estate planning and introduce you to specialist solicitors to ensure that your estate goes to your intended beneficiaries in the most tax efficient manner.

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Protection

Life assurance cover can take many forms and there are many different types of protection contracts available. Finding the right policies to meet your requirements can be a minefield without the correct advice. Our team draws on great experience in life assurance to make sure that you have the right cover in place should the worst happen.

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Mortgages

Getting the key of your first home is one of the great moments in life and there are few things more exciting than buying the perfect property for your needs. Whether you are a first time buyer starting out on the property ladder, require more space for the family or are looking for an investment property to rent, it is likely you will need a mortgage to help you make your move. As part of our service we are able to provide introductions to a panel of trusted mortgage brokers with whom we have dealt over a number of years.

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OUR TEAM

We have access to a wide range of services to design a solution to fit your needs.

FIND US

Directions to our offices in Menheniot, near Liskeard, including a interactive map and parking information.

CONTACT US

Information about how to get in touch with our team including useful contact numbers and direct emails.

ABOUT US

Bateman Financial Management Limited is an Appointed Representative of Lighthouse Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 195199.