0330 038 8940
Based in Liskeard
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FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Richard has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 25 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Richard has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Richard has received 25 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Richard has not yet added their fees to their profile
Fees not yet added
Richard has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Richard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 3 first impressions)
Appointing a financial advisor is an important decision, and for many people is the first step towards securing their financial future. As a professional financial advisor it is my job to ensure that your money works for you whatever your situation or stage in life, so that you can live the way you want to. As you would expect from a professional adviser, Batemans has the depth and breadth of knowledge and expertise to provide practical, informed advice on your financial affairs. 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 Batemans as we provide a professional and tailor-made approach to our clients. 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 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. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Lighthouse Advisory Services Limited 25/01/2023
Offers available through VouchedFor
Contact Richard through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Richard's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.