Richard Bateman

What were the circumstances that caused you to initially look for an adviser?

My husband and I set up a limited company back in 2008 and Richard was recommended by our accountant.

How has Richard Bateman helped you?

Richard has helped enormously. He has given excellent advice and arranged the set up and management of our portfolios. Over a 17 year period, he has put in to place life assurance, critical illness cover, invested monies from the sale of a property and two SIPPs. We are now in a very fortunate position to be able to retire early.

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

My financial advisor retired

How has Richard Bateman helped you?

Given us certainty with our investments. Enable me to talk through my plans before making a final decision.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Initialling a friend and neighbour in the 1970’s. Obvious choice although no pressing need at the time.

How has Richard Bateman helped you?

All aspects. Income protection, critical health and care plans, retirement and pension planning etc.

Have you seen the outcome you were hoping for?

Yes, often more than hope for.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

I was gifted some money and needed to ensure that it was invested and placed with the most appropriate providers

How has Richard Bateman helped you?

Richard provides a very personalised service, which recognises our specific circumstances and aspirations. All options are explained very thoroughly and clearly. He has gone on to provide valued support for my mother as well.

Have you seen the outcome you were hoping for?

Yes: a balance between security and capital growth alongside inheritance planning.

What could they have done better?

Can’t thing of anything.

What were the circumstances that caused you to initially look for an adviser?

Retirement & investment planning

How has Richard Bateman helped you?

Provided helpful and non-judgemental advice suited to my current situation over the years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have absolute confidence that Richard will aalways act in my best interests.