Our Team

Biography

Richard joined Bartholomew Hawkins as an Independent Financial Planner in May 2009 and bought in as a shareholding director in January 2010. Richard was appointed as Managing Director in 2012. He covers the geographical areas of Bristol, Cardiff and Chepstow.

Richard is one of a very small number of qualified Certified and Fellow Chartered Financial Planners in the UK. He has over 15 years of expertise in financial advice and investment management.

In his spare time he has a great passion for food, wine and travel. He plays football for a veterans team and partakes in a number of charity fitness activities throughout the year. At the start of 2013, he also enrolled in French and piano lessons.

Biography

Ian joined Bartholomew Hawkins as a Financial Planner in 2010 running our Bridgend office. Ian bought into the company as a shareholder and became Director in July 2012. He covers the geographical areas of Bridgend, Cardiff and Swansea.

Ian is a fluent Welsh speaker. In his spare time he is a semi-professional Rugby Union Referee, refereeing our domestic Rabo Pro 12 competition, ERC-appointed matches as well as being referee at the 2013 U20 Rugby World Cup. Triathlons are another past time having completed four Ironman Distance Events and the inaugural Wales Ironman.

Biography

Adam joined Bartholomew Hawkins as Business and Finance Manager in September 2012, holding responsibility for all financial aspects of the business.

Adam began his finance career in 2005, when he worked as an Assistant Accountant for Burroughs in Cardiff. While at Burroughs, Adam achieved his Accounting Qualification with the Association of Accounting Technicians to a foundation and intermediate standard.

In February 2007, Adam was offered an Assistant Accountant role with Gills Cruise Centre and was quickly promoted to their Finance & Operations Manager, where his responsibilities included the production of all customer documentation and payments made to cruise operators, often in excess of £2M per week.

In his spare time, Adam enjoys most sports and holds a season ticket for the Cardiff Blues and membership at his local golf club. Adam is married to Joanna and they are new parents to baby girl Jessica Grace.  

Biography

Tracey joined Bartholomew Hawkins in April 2013 as Marketing Manager.

Tracey has over 18 years experience of managing and executing high profile multi media advertising and marketing campaigns across private, public and the third sector having held Marketing and Advertising posts at S4C, Golley Slater, Mermaid Quay, Big Lottery Fund and Urdd Gobaith Cymru.

Tracey is fluent in Welsh, speaks French and German and loves travelling, walking her dog, live music, food and red wine! She is a keen runner, cyclist and partakes in fitness challenges for charity.

Biography

David joined Bartholomew Hawkins as a Financial Planner in November 2012 and he covers the geographical areas of Barry, Cardiff, Cowbridge, Penarth and the Vale of Glamorgan.

He has over 10 years experience in financial planning and investments.

David is a fluent Welsh speaker. In his spare time he coaches children's rugby, plays squash, football and rugby and enjoys taking part in endurance and fitness challenges.

Biography

Ian joined Bartholomew Hawkins as a Financial Planner in October 2013 and he covers the geographical areas of Bristol, Chepstow and Gloucester.

Ian has over 20 years experience in financial planning and investments.

In his spare time Ian enjoys photography, playing badminton, walking and partaking in walking challenges to raise funds for charity.

Biography

Anthony joined Bartholomew Hawkins as a Financial Planner in November 2013 and he covers the geographical areas of Carmarthen, Llanelli, Swansea and West Wales.

Anthony is a fluent Welsh speaker, is an avid fan of Welsh rugby, having played for many years, and enjoys partaking in fitness challenges to raise funds for cancer charities.

Biography

Mark joined Bartholomew Hawkins as a Financial Planner in February 2014. He covers the geographical areas of Cardiff and Newport. 

Mark started working in Financial Services in 1988 with Refuge Assurance before moving to Pearl Assurance in 1997 as an Area Manager. He has held investment and retirement planning management roles with Principality Building Society and Abbey National (now Santander). His most recent role before joining Bartholomew Hawkins was Ashcourt Rowan where he specialised in creating bespoke investment portfolios for clients.

Mark comes from an Italian family and has a keen interest in cooking, keeping fit, playing golf and enjoys coaching young cricketers his local cricket club. He is married to Claire, has two children Abbie and Benito and lives in Newport.

Biography

Craig joined Bartholomew Hawkins as Pensions Specialist in November 2012. Craig provides support to all of our advisers and administration team, with his in-depth working knowledge of complex Defined Benefit and Money Purchase Occupational Pension Schemes, assisting in research and advising our team on the more complicated pension work.

Prior to joining us, Craig has amassed over 24 years of experience in the financial services industry, working in different roles from paraplanner to Administration Manager for a range of different companies.

In his spare time, Craig enjoys watching all types of sports and follows Birmingham City Football Club. He is also an active member of Gaer Baptist Church and enjoys spending time with his family.

Biography

David joined Bartholomew Hawkins as Investment and Trust Specialist in April 2013.

He currently holds the diploma in financial planning and is working towards becoming a chartered financial planner, having already passed his advanced pension planning paper.

David's career has included working in financial research and business development at various independent financial advising firms and investment management.

In his spare time David likes to keep fit by visiting the gym, playing 5 a side football and is a keen supporter of the Newport/Gwent Dragons rugby team. David is married, has a young daughter and lives in Cardiff.

Biography

Deborah joined Bartholomew Hawkins in October 2013 as a Mortgage and Protection Specialist.

Deborah has been in a financial role since 1985 starting with Royal London and then joined Aviva's IFA division in 2004 working closely with IFAs across Wales to encourage them to use Aviva’s products as well as problem solving and product support.

Deborah then joined Hancock Life and Pensions as their Mortgage Paraplanner prior to joining Bartholomew Hawkins.

Deborah enjoys spending time with her family and walking the family dog.

Biography

Chris started his career at a solicitors firm in Cardiff working in conveyancing for three years. He then moved on work for Legal and General in 2001, spending twelve years working in various departments before becoming their Wealth Development Manager covering Wales and the South West.

Whilst at Legal and General, Chris was nominated as Graduate of the Year in 2008 and was asked to present at their 2010 Annual Conference held in Sutton Coldfield. He qualified again for Legal and General’s Annual Performance Forum in 2012.

Chris is married to Sarah, has two children Zach and Megan and lives in Coedkernew. He enjoys playing 5 a side football, running and generally keeping fit. Chris also enjoys red wine and real ales! 

Biography

Leigh joined Bartholomew Hawkins in October 2010.

Leigh has over 14 years experience within the Financial Services Industry. After obtaining her HND in Business & Finance from the University of Wales Institute, she began working at Norwich Union, where she spent 8 years. From here she went on to be a Senior Case Handler dealing with defined benefit pension schemes at Alexander Forbes Trustee Services.

Leigh provides administration support to our directors and financial advisers, working on a range of pensions, investments and life policies.

Leigh is currently working towards her Financial Planning Certificate.

In her spare time she enjoys spending time with her young family and keeping fit.

Biography

Nuala joined Bartholomew Hawkins in July 2011, following her graduation of her BA (Hons) English and Creative Writing degree at University of Wales, Newport.

Nuala works for the company full time as a Financial Planning Coordinator, providing administrative support to the advisers and directors; working on a range of a pension, investment and life policies.

Nuala is new to financial services and is enjoying learning about the industry, with a view to gaining qualifications in the near future.

In her spare time, Nuala enjoys writing, watching films and socialising with friends.