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 (Dip FA, Cert PFS), is committed to the ideals of helping business entrepreneurs as well as families create and conserve wealth.
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.
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...
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...
Help protect and shield your assets for your loved ones. Find out more...
Help ensure your family's financial security whatever may happen in the future. Find out more...
There are few things more exciting than buying the perfect property for your needs. Find out more...
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
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
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)