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
FCA verified
9th December 2019
Intelligent Financial Solutions for private and corporate clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
Dino Bartholomew Dip PFS
Karen Bartholomew
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.

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

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