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.

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
Catherine Diment
Catherine Diment Client Relationship Manager
David Hulse
David Hulse Senior Financial Planner
Richard Kolasinski
Richard Kolasinski Chartered Financial Planner
Anthony Bonar
Anthony Bonar Financial Planner
Ian Law-Smith
Ian Law-Smith Financial Planner
Steven Ellis
Steven Ellis Financial Planner
Nathan Bater
Nathan Bater Chartered Financial Planner
Craig Bates
Craig Bates Financial Planning Analyst
Deborah Richardson
Deborah Richardson Protection Specialist
Katherine Hopkins
Katherine Hopkins Senior Financial Planning Analyst
Ross Forkan
Ross Forkan Financial Planning Analyst
Jonathan Foley
Jonathan Foley Financial Planning Analyst
Leigh Coates-Jennings
Leigh Coates-Jennings Personal Assistant
Jackie Mico
Jackie Mico Client Relationship Coordinator
Sarah Harvey
Sarah Harvey Senior Financial Planning Coordinator
Abigail Jones
Abigail Jones Financial Planning Coordinator
Victoria O'Connell
Victoria O'Connell Financial Planning Coordinator
Current Vacancies
Wishing @Ian_ifa a very happy 40th birthday! Thanks for sharing the cake #Mondaymotivation @POC_Bristol https://t.co/JUBkHEai1J 5 days ago