Bartholomew Financial

Independent Financial Adviser Cedar House, Greenwood Close, Cardiff Gate, Cardiff, Cardiff, CF23 8RD

First meeting at adviser's own cost

Response rating

9.0/10

15th July 2019

Intelligent Financial Solutions for private and corporate clients.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 02922 629838 Recommend to a friend

Meet our advisers

Dino Bartholomew Dip PFS

Director

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Karen Bartholomew

IFA

What our clients say

Very impressed with the time that you took to understand our personal position and the way in which you explained your recommendations, you made things so much more simple to understand without using any financial jargon. Thank you for taking the responsibility of implementing and managing the company pension scheme, it's reassuring to know that the staff have access to quality independent advice outside of the company and as a business we are not distracted with understanding pension legislation. Charles Thompson, Partner Farebrother Surveyors

Dino Bartholomew, Cardiff

Where to find us

Cedar House, Greenwood Close, Cardiff Gate, Cardiff, Cardiff, CF23 8RD

Make an enquiry

About us

Bartholomew Financial Ltd advises both private and corporate clients ranging from individuals looking to set up their first pension or protect themselves and their families against financial hardship. To directors of multinational PLC’s who are looking for tax efficient financial strategies to manage their wealth. We use a range of products and solutions from the whole market to suit our clients. They can be off the shelf products. Through to bespoke structures created for a single client.

Our services

We are an independent firm of financial advisers acting for both private and corporate clients dealing with pensions , investments , savings, personal and business protection plans, tax planning , long term care funding.

Make an enquiry Request a call back 02922 629838 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Make an enquiry Request a call back 02922 629838 Recommend to a friend

Contact options

Make an enquiry Request
a call back 02922 629838 Recommend to a friend

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