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.
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.
Unit 1 Deryn Court, Wharfedale Road, Cardiff Gate, Cardiff, Cardiff, CF23 7HA
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