Richard Bateman Cert PFS MDRT

Chairman

richard@bateman-financial.co.uk

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

Richard’s specialist experience has allowed him to retain clients from all over the United Kingdom, many of whom visit the Liskeard office especially to meet with Richard.

He has regularly 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 a member of the prestigious Million Dollar Round Table organisation and is proud of his achievement of being a member of its elite Top of the Table group.  This group represents the top 1% of 1% of the world’s advisors and has consecutively qualified as a member for the last 30 years making him one of only two people in the UK to hold this distinction.

Richard is committed to the ideals of helping business entrepreneurs as well as families create and conserve wealth and believes that his unique ability team of other professionals 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.