Bartholomew & James (Financial Services) Limited

Independent Financial Adviser  Bartholomew & James (FS) Ltd, Belfast, County antrim, BT9 6SA
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FCA authorised
Last authorised 21st September 2020
We can advise you on
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Annuity purchase
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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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Pensions transfer
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SIPPs
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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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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Kenneth James F.C.A Dip PFS
Managing Director
Bruce Topping BA HONS, MSC
Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Bartholomew & James (FS) Ltd, 63 Malone Road, County Antrim, Belfast, BT9 6SA

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