Anthony Bonar IFA DipPFS, Certs CII(MP & ER)

Financial Planner at Bartholomew Hawkins Ltd
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Contact Information
Location
Llanelli, Wales, United Kingdom, UK
Languages
  • English -
  • Welsh -

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Oct 2013 - Present

      Investment, Retirement Planning, Tax Planning, Inheritance, Savings, Protection, Business Planning, Mortgages Anthony began his career in 1990 working mainly within the Banking Financial Planning Sector as a Senior Business Financial Planning Manager, his role covering all aspects of financial services; from director share purchase protection to company pension planning. Anthony has joined Bartholomew Hawkins in order to strengthen his proposition and maintain a high level of… Show more Investment, Retirement Planning, Tax Planning, Inheritance, Savings, Protection, Business Planning, Mortgages Anthony began his career in 1990 working mainly within the Banking Financial Planning Sector as a Senior Business Financial Planning Manager, his role covering all aspects of financial services; from director share purchase protection to company pension planning. Anthony has joined Bartholomew Hawkins in order to strengthen his proposition and maintain a high level of ongoing service that is vital in today’s financial services industry and felt that being part of a larger chartered firm provides stability in an ever developing sector. Anthony is Welsh speaker, played local rugby for many years, is an avid fan of Welsh rugby and often partakes in fitness challenges to raise funds for cancer charities. Show less Investment, Retirement Planning, Tax Planning, Inheritance, Savings, Protection, Business Planning, Mortgages Anthony began his career in 1990 working mainly within the Banking Financial Planning Sector as a Senior Business Financial Planning Manager, his role covering all aspects of financial services; from director share purchase protection to company pension planning. Anthony has joined Bartholomew Hawkins in order to strengthen his proposition and maintain a high level of… Show more Investment, Retirement Planning, Tax Planning, Inheritance, Savings, Protection, Business Planning, Mortgages Anthony began his career in 1990 working mainly within the Banking Financial Planning Sector as a Senior Business Financial Planning Manager, his role covering all aspects of financial services; from director share purchase protection to company pension planning. Anthony has joined Bartholomew Hawkins in order to strengthen his proposition and maintain a high level of ongoing service that is vital in today’s financial services industry and felt that being part of a larger chartered firm provides stability in an ever developing sector. Anthony is Welsh speaker, played local rugby for many years, is an avid fan of Welsh rugby and often partakes in fitness challenges to raise funds for cancer charities. Show less

    • United Kingdom
    • Financial Services
    • Independent Financial Advisor
      • Oct 2007 - Oct 2013

      Anthony owned his own Independent Financial Adviser Firm, Bonar Davies; and has successfully run his business in West Wales working closely with local accountancy firms offering both corporate and personal financial planning services. Anthony owned his own Independent Financial Adviser Firm, Bonar Davies; and has successfully run his business in West Wales working closely with local accountancy firms offering both corporate and personal financial planning services.

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