Bartholomew Hawkins Ltd

Independent Financial Adviser Chartered Financial Planners, 5 Oaktree Court, Mulberry Drive, Cardiff, South Glamorgan, CF23 8RS
FCA verified
19th November 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • Offshore investments
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Wealth management
    • Estate planning
    • Long term care
    • Commercial mortgages
    • Corporate pension
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Equity release
Meet our advisers
adviser-person
Richard Lord FPFS ASCI CFPCM Cert (DM) Aff.SWW
Managing Director, Financial Planner
adviser-person
Ian Davies DIP PFS CEMAP ER
Director, Financial Planner
adviser-person
David Hulse BA CertPFS DipCII
Financial Planner
adviser-person
Anthony Bonar DipPFS (MP & ER)
Financial Planner
adviser-person
Mark Carnevale DipPFS ASCI
Financial Planner
adviser-person
Matt Richards FPFS BA(Hons)
Financial Planner
Where to find us

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

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.

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

The above information does not constitute financial advice from Bartholomew Hawkins or any of its representatives.
Investment performance can go down as well as up. Past performance is no guarantee to future performance.

All information is based upon our interpretation of current legislation and taxation which can change in the future.

Bartholomew Hawkins are authorised and regulated by the Financial Conduct Authority, number 489590. Bartholomew Hawkins is registered in England & Wales ,company number 5345179
© 2011 Bartholomew Hawkins.

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