We believe that the strength in our business comes from our people.
Our team of financial planners are highly qualified and experienced in financial planning. We have spent time building a highly qualified in-house specialist team who work closely with the financial planners in structuring and implementing advice.
Client relationship coordinators support the analyst team and the financial planners. Every client of Bartholomew Hawkins will be allocated a client relationship coordinator who ensures that we manage their financial planning and deliver an exemplary customer experience.
Bartholomew Hawkins attained the Chartered Financial Planning status in 2010. Chartered financial planner status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. With fewer than 300 Chartered firms across the UK, it remains an exclusive and valuable accolade, which we are proud to be a part of.
We are also proud to be one of few firms who are authorised by the Financial Conduct Authority to give pension advice on occupational pension scheme transfers.
The end result is advice of the highest quality with a customer experience where you know you are valued.