Bateman Financial Management Limited
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- Scawns House Menheniot, Liskeard, Cornwall, PL14 3QP
Bateman Financial Management Limited, nestled in the scenic district of Liskeard, Cornwall, is a diligent provider of regulated advice on life and investments, pension retirement, final salary pension transfers, and meticulous financial planning. With regional coverage across Cornwall, the company prioritises a client-focused approach, catering for varying financial needs with diligence and expertise. FCA regulated under number 218547, Bateman Financial is a trusted partner in managing your financial future. Our team nurtures a warm, approachable atmosphere that resonates well with both seasoned investors and those taking their first steps in financial planning. Situated at Scawns House Menheniot, PL14 3QP, we're near the heart of Liskeard, anchoring a cornerstone of financial stability in the community.
Their team includes one financial adviser. Check FCA registration here.
Bateman Financial Management Limited are approved by the FCA to give advice on:
Directions to Bateman Financial Management Limited from the Motorway
- From the M5:
- At junction 17, proceed to take the Cribbs Causeway / A4018 exit towards Bristol West.
- Upon reaching the Cribbs Causeway Interchange, please utilise the 4th exit leading onto Merlin Road.
- Continue forward onto Exit 17, following signs marked for Avonmouth / M5.
- Afterwards, merge onto M5.
- Proceed to continue onto Devon Expressway / A38, indicated by signs for Plymouth / Torquay / A380. Please be advised that certain sections of this route may be closed at specific times or days.
- Upon reaching the roundabout, take the 2nd exit resulting in A38.
- Maintain a right-side orientation to stay on the A38 Toll road. Please note, certain portions of this route may be closed at predefined times or days.
- Once you reach Carkeel Roundabout, take the 2nd exit and remain on A38.
- As you approach the roundabout, take the 3rd exit and stay on A38.
- Take the Moorswater Industrial Estate exit.
- Following that, take a right turn.
- At the subsequent roundabout, take the 1st exit.
- Proceed with a right turn. The destination will be situated on the left side.
List of advisers under Bateman Financial Management Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.