Bartholomew Financial

Independent Financial Adviser Cedar House, Greenwood Close, Cardiff Gate, Cardiff, Cardiff, CF23 8RD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
11th June 2018
Intelligent Financial Solutions for private and corporate clients.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Wealth management
Meet our advisers
Dino Bartholomew Dip PFS
Director
adviser-person
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
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 , wills , personal and business protection plans, tax planning , long term care funding and will's.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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