Bartholomew Hawkins Ltd

Independent Financial Adviser  Chartered Financial Planners, Pontprennau, Cardiff, CF23 8RS
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FCA authorised
Last authorised 25th May 2020
Chartered Financial Planners | Independent | Specialists in Pensions, Investments and Tax Planning | Offices in Bridgend, Bristol, Cardiff (HO), Chepstow and London.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Offshore investments
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Group risk
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Long term care
Meet our advisers
David Hulse BA CertPFS DipCII
Financial Planner
Anthony Bonar DipPFS (MP & ER)
Financial Planner
Mark Carnevale DipPFS ASCI
Financial Planner
Matt Richards FPFS BA(Hons)
Financial Planner
Ian Davies DIP PFS CEMAP ER
Director, Financial Planner
Richard Lord FPFS ASCI CFPCM Cert (DM) Aff.SWW
Managing Director, Financial Planner
About us

Bartholomew Hawkins offers independent advice to individuals and smaller companies.

We are a Chartered firm - currently fewer than 300 firms across the UK have attained this status.

Our services

We have a strong TECHNICAL KNOWLEDGE.
We are EASY TO TALK TO.
We are APPROACHABLE.
We REGULARLY REVIEW our client portfolios.
We act with INTEGRITY.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Chartered Financial Planners, 5 Oaktree Court, Mulberry Drive, Cardiff, South Glamorgan, CF23 8RS

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