Richard's reviews
Reviewed for
Insurance and Protection ( 56 )
Mortgages ( 13 )
Pensions ( 58 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 92 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 45 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 41 )
Financial Mentoring ( 12 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 24 )
£100k - £200k ( 12 )
Up to £50k ( 7 )
£50k - 100k ( 10 )
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Evolutuon of life, growing family and commitments
How has Richard Bateman helped you?
Made a plan
Have you seen the outcome you were hoping for?
Will do over time
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise how best to plan sensibly for the future.
How has Richard Bateman helped you?
We have used and benefited from Richard's expertise for almost 30 years now
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Richard was recommended by my accountant to sort a private pension beacause of being made redundant also monies willed to me.
How has Richard Bateman helped you?
Richard set up my pension also invested monies which both has done very well and will continue to do so I am sure.
Have you seen the outcome you were hoping for?
Yes the outcome has met my expectations in both fields. Richard does a yearly visit on which he covers all our investments and Pensions.
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning having a young family.
How has Richard Bateman helped you?
Richard has diligently recommended investments and made us aware of other areas to explore to enable best use our assets.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Hard to think of anything.
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with pension
How has Richard Bateman helped you?
Enabled pension withdrawal
Have you seen the outcome you were hoping for?
No but as expected
What could they have done better?
Not sure