Our Team

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. 

  • All
  • Management
  • Financial planning team
  • Client relationship team
Richard Lord
Richard Lord Managing Director
Ian Davies
Ian Davies Director
Paul Freeman
Paul Freeman Director of Financial Planning
Adam Fox
Adam Fox Finance Manager
Maria Hopkins
Maria Hopkins Office Manager
Luke Quinnell
Luke Quinnell Software Development Manager
David Hulse
David Hulse Senior Financial Planner
Anthony Bonar
Anthony Bonar Financial Planner
Ian Law-Smith
Ian Law-Smith Financial Planner
Steven Ellis
Steven Ellis Financial Planner
Craig Bates
Craig Bates Pension Specialist
Deborah Richardson
Deborah Richardson Protection Specialist
Ross Forkan
Ross Forkan Financial Planning Analyst
Nathan Bater
Nathan Bater Financial Planning Analyst
Jonathan Foley
Jonathan Foley Financial Planning Analyst
Andrew Morgan
Andrew Morgan Software Developer
Leigh Coates-Jennings
Leigh Coates-Jennings Personal Assistant
Jackie Mico
Jackie Mico Financial Planning Coordinator
Sarah Harvey
Sarah Harvey Financial Planning Coordinator
Abigail Jones
Abigail Jones Financial Planning Coordinator
Current Vacancies
Good luck to all running the #greatnorthrun on Sunday, in particular, our very own @PaulFreeman11 who has raised ov… https://t.co/PPIhZfMpZA 15 days ago