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Credentials

  • CF3 - Financial Protection
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  • CF6 - Mortgage Advice
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  • Diploma in Financial Planning
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  • FP1, FP2, FP3 - Financial Planning Certificate
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  • JO1 - Personal Taxation
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  • R01 - Financial Services, Regulations & Ethics
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  • RO2 - Investment Principles & Risk
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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Adviser
      • Jan 2013 - Present

      Bartholomew Hawkins provide independent financial advice to both private and corporate clients in all areas of financial planning. We are specialists in pensions and investment planning, being able to provide advice where many others simply aren't qualified. Our IFA's all hold professional qualifications appropriate to the areas in which they offer advice. The business we conduct and the client recommendations we make are individually audited to ensure that regulatory standards are upheld. We are proud of our professional record and strive for excellence in all that we do.

    • Banking
    • 1 - 100 Employee
    • Business Financial Planning Manager
      • 2008 - 2012
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Assurance Adviser
      • 1999 - 2008
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Adviser
      • 1987 - 1999

Education

  • Dulwich College

Community

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