Our Team

Bateman Financial Management Ltd is a financial services firm established near Liskeard in Cornwall. The company is privately owned and operates through the proactive and forward thinking Lighthouse Group. We have a team of highly qualified professionals with experience in a wide range of financial products and services. Bateman's is proud of its reputation as an innovative financial planning firm with a strong client focus and service ethic.

Full contact information for our team can be found on our contacts page.

Why Clients Choose To Work With Us

Our clients choose to work with Bateman's as we provide a professional and tailor made approach. We focus on and then develop strategies to help our clients to achieve their lifestyle and financial goals taking into consideration their current circumstances.

Our team have access to a wide range of services, products and expertise to design a solution which is most appropriate for the client whether they are a business entrepreneur or a private client. Our clients can see the difference when they work with us compared to other practices due to the tailored trusted family approach we have. We are their personal 'coach and mentor' for them and their families for all their financial needs.

Richard Bateman

Chairman - Dip FA, Cert PFS - richard@bateman-financial.co.uk

Richard has been committed to looking after individual and corporate clients for over 40 years.

His experience has allowed him to retain clients from all over the United Kingdom, many of whom visit Cornwall especially to meet with him. He has written articles for the trade and national press as well as several books on financial matters and has spoken in many countries throughout the world.

Richard is committed to the ideals of helping business entrepreneurs as well as families create and conserve wealth and believes that his contacts in other professions including national bankers, specialist tax lawyers and many other strategic thinkers are of the utmost importance in helping clients to maximise their assets and future wealth.