MILLION DOLLAR ROUND TABLE (MDRT)
Richard Bateman of Bateman Financial Management Ltd in Liskeard, Cornwall is a Million Dollar life member and has qualified for the prestigious Top of the Table for 26 consecutive years.
OUR PRACTICE
Bateman Financial Management Ltd is a financial services firm established in Cornwall. The company is privately owned and operates through the proactive and forward thinking Falcon Group network.
We have two highly qualified advisers 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. We have invested heavily in our business from our holistic approach to wealth management and financial services, to the importance of best practice and best advice, Information Technology and most importantly, its people.
WHY CLIENTS CHOOSE TO WORK WITH US
Our clients choose to work with Batemans as we provide a holistic and tailor made approach to our clients financial portfolios. 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 advisers 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 throughout their lifecycle.
BFM House, The Parade
Liskeard,
Cornwall.
PL14 6AF
Telephone: 01579 348 080
Fax: 01579 349 329
e-mail: please click here
Bateman Financial Management Limited is an Appointed Representative of Falcon Group Plc which is authorised and regulated by the Financial Services Authority and is entered on the FSA register under reference 114661. The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning. This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.
Bateman Financial Management Limited, The Parade, Liskeard, Cornwall, PL14 6AF.
Registered in England and Wales, Company Ref. No. 3569193