1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Cardiff
  8. breadcrumb-arrow
  9. Pontprennau
  10. breadcrumb-arrow
  11. Bartholomew Hawkins Ltd

Bartholomew Hawkins Ltd

Independent Financial Adviser  Chartered Financial Planners, Pontprennau, Cardiff, CF23 8RS
check
FCA authorised
Last authorised 19th October 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
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Offshore investments
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Commercial mortgages
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group life insurance
check
Group risk
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

D S Howell Financial Services Ltd
Independent Financial Adviser 0 mi
Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
 
See profile
Bartholomew Financial
Independent Financial Adviser 0.23 mi
Intelligent Financial Solutions for private and corporate clients.
 
See profile
LUNA Financial Planning Ltd
Restricted - whole of market 0.23 mi
Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
 
See profile
The Private Office
Independent Financial Adviser 1.79 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.