Our dynamic team at Bateman Financial Management has over 50 years of experience in providing expert financial advice to clients throughout Devon and Cornwall. 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.
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. Before we make any recommendations we undertake a detailed analysis of your requirements and aspirations concerning your attitude to risk, your targets for income and/or growth, the length of your investment and potential tax opportunities.
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. There are a range of options available to you and our team will be able to guide you on your journey to making your retirement aspirations become a reality.
Adequate estate planning requires important financial decisions that can often be overlooked. Estate planning can involve ensuring that you have reviewed any issues regarding Inheritance Tax, Trust planning and Will writing. We are able to provide advice in estate planning and introduce you to specialist solicitors to ensure that your estate goes to your intended beneficiaries in the most tax efficient manner.
Getting the key of your first home is one of the great moments in life and there are few things more exciting than buying the perfect property for your needs. Whether you are a first time buyer starting out on the property ladder, require more space for the family or are looking for an investment property to rent, it is likely you will need a mortgage to help you make your move. As part of our service we are able to provide introductions to a panel of trusted mortgage brokers with whom we have dealt over a number of years.
Company No. 3569193
Bateman Financial Management Limited is an Appointed Representative of Lighthouse Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 195199. 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. The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at
or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.
