info@bateman-financial.co.uk

Your Future, Our Experience.

Bateman Financial Management has over 40 years of experience in providing expert financial advice to clients.

Your financial interests in the best possible hands

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 Advisory Services Limited. We are proud of our reputation as an innovative financial planning firm with a strong client focus and service ethic. Our Principal, Richard Bateman (DipFA, CertPFS), is committed to the ideals of helping business entrepreneurs as well as families create and conserve wealth.

About Us

Find out more about Richard, our dedicated team and our approach.

Our Services

Find out more about how we can help secure your financial future.

Get In Touch

Our Services

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.

As part of Lighthouse Advisory Services Limited, our clients know that with Bateman Financial Management their long term financial interests and security are in the best possible hands. Our successful relationships with our clients are built on intelligent and flexible strategies, to achieve the best results for our clients in an ever changing financial environment.

Estate Planning is not regulated by the Financial Conduct Authority.

Investments

Today's investor not only faces an uncertain financial climate but also a bewildering array of various savings and investment plans and schemes. 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. Find out more...

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. Find out more...

Estate Planning

Help protect and shield your assets for your loved ones. Find out more...

Protection

Help ensure your family's financial security whatever may happen in the future. Find out more...

Mortgages

There are few things more exciting than buying the perfect property for your needs. Find out more...

Get in touch with us...

We understand that the financial world is often seen as a daunting and confusing place and we aim to guide you through the often difficult and life-changing decisions that you will undertake as you plan for you and your family's future financial security. We offer all our new clients an opportunity to meet face-to-face with one of our advisors to help assess your financial requirements and to offer you advice on your best course of action in future. This initial consultation is strictly confidential, can take place at our offices, in your home or on the telephone and is complimentary, with absolutely no obligation on your part. If you would like more information, or would like to arrange a consultation, please contact us.

01579 348 080

info@bateman-financial.co.uk

Our Address:
Scawns House
Menheniot
Liskeard
Cornwall
PL14 3QP

If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department
Quilter
SUNDERLAND
SR43 4JP

Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)