Bartholomew Hawkins Limited
FCA authorised
Last authorised 18th October 2021
Providing Independent Financial Advice in the South Wales and Bristol areas.
We can advise you on
Pensions & retirement
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
SIPPs
Stakeholder
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Traded endowment policies
Unit trusts
Long Term Care
Long term care
Meet our advisers
MR Steve Ellis
Financial Planner
About us
Established in 2005, we provide independent financial advice to both private and corporate clients in all areas of financial planning across South Wales and the South West of England.
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
-
Telephone
-
Face to face
Adviser unavailable
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