Bateman Financial Management has over 40 years of experience in providing expert financial advice to clients.
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 have experience in a wide range of financial products and services. We are proud of our reputation as an innovative financial planning firm with a strong client focus and service ethic.
Our clients choose to work with Bateman Financial Management as we provide a professional and tailor made approach. We focus on and then develop strategies to help our clients to achieve their lifestyle and financial goals taking into consideration their current circumstances.
We 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 for all their financial needs.
Bateman Financial Management Limited is an Appointed Representative of Lighthouse Advisory Services Limited who is a part of the Quilter Group of companies, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 195199.
Our Principal, Richard Bateman (Dip FA, Cert PFS) has been committed to looking after individual and corporate clients for over 40 years.
His experience has allowed him to retain clients from all over the United Kingdom, many of whom visit Cornwall especially to meet with him. He has 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 committed to the ideals of helping business entrepreneurs as well as families create and conserve wealth and believes that his contacts in other professions 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.
Bateman Financial Management Ltd is a proud supporter of the Improving Lives 110 Club, a local charity supporting thousands of people each year, who have disabilities and long-term health conditions, and their family carers. Improving Lives Plymouth make a real difference when it counts, for the isolated, the vulnerable and those who need extra support.
Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories.
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognised internationally as the standard of excellence in the life insurance and financial services business. Within the MDRT organisation there is a group for the elite advisers called the Top of the Table (TOTT). Richard has been a member of this for 37 years. TOTT represents 1% of the global MDRT membership.
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)