Welcome to Bartholomew Financial Ltd

Bartholomew Financial Limited is an independent financial advice company based in Cardiff, South Glamorgan. We focus on providing individual and corporate clients with a professional service based upon our core philosophy of personal service and integrity.

We can help you make informed decisions about your financial future. We will work with you to understand your personal circumstances and goals so that an accurate financial plan of action can be proposed and then implemented. Depending then on your on-going needs and the level of service selected we will work to maintain the recommended strategy. This could be via regular contact in a format selected by you, through personal regular reviews or as and when you prefer to contact us. Our on-going service is tailored to suit each client; we understand that every client has their own individual preference in how they are looked after.

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.

Professional Industry Standards

The RDR (Retail Distribution Review) is a Financial Services Authority initiative designed to raise professional industry standards. As the industry adapts to this positive change, Bartholomew Financial Limited has been at the forefront of implementing these changes. We have gone beyond those standards as we continue to strive for the highest professional accreditation of Chartered Financial Planners. Whatever your financial goals might be, we can help you to build up, protect and grow your finances, so that you can enjoy them and pass them on to the people that matter most to you in life. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we treat our clients, or email info@bartholomewifa.co.uk for further information.

Bartholomew Financial Limited aims to provide a comprehensive holistic service that will meet all your personal or corporate financial needs. We recognise the importance of building a long-term on-going relationship based upon trust and delivering a high level of individual service without the compromise of being tied to any one or restricted group of financial service providers. Over the years we have also established strong relationships with other professional practices such as law firms, accountants and pension trustees in the South Wales area. We often work in conjunction with clients existing professional advisers as more complicated financial planning scenarios require a broader solution.

Digital Magazine

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