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.