Bartholomew & James (Financial Services) Limited

Independent Financial Adviser Bartholomew & James (FS) Ltd, 63 Malone Road, County Antrim, Belfast, BT9 6SA
FCA verified
19th March 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Healthcare
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
Meet our advisers
Bruce Topping BA HONS, MSC
Kenneth James F.C.A Dip PFS
Managing Director
Where to find us
About us

We are a mature company which commenced business in 1958. We pride ourselves on delivering a personal service, treating all our clients as individuals.

We offer comprehensive and straightforward advice on all financial matters both corporate and personal in a pleasant but professional manner.

An initial appointment can be arranged by telephone, please ask to speak to one of the advisers.

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

Similar advisers near you

Independent Financial Adviser 0.09 mi
Financial Adviser (Restricted Whole of Market) 0.81 mi
I can assist with Final Salary Pension reviews & Pensions and Investment Wealth Management
Independent Financial Adviser 1.06 mi
Independent Financial Adviser 1.61 mi
Independent Financial Advisers, Pension Transfer Specialists, Retirement & Inheritance Tax Planning. Belfast Northern Ireland.