Expansion afoot at leading IFA

One of Newport's leading independent financial advisors is expanding its operation after two successful years in an effort to build on its profile in south Wales.

Bartholomew Hawkins has moved into a brand new purpose built office in Langstone Business Park, Newport and now has a presence in Cardiff with an office on Cathedral Road.

Specialising in retirement planning, estate planning, investments, savings, tax planning, life assurance, mortgages, financing and financial protection, Bartholomew Hawkins was formed in 2006 when Dino Bartholomew and Leighton Hawkins merged their two businesses.

With the aim of growing a successful forward-thinking IFA, Bartholomew Hawkins was established to provide a holistic approach to financial planning, two years later it now advises over 300 regular clients and looks after an additional 2,500 policy holders on behalf of Friends Provident. Director Dino Bartholomew said: “Over the past two years our business has flourished and this office move will allow for our future expansion.

“Across the two offices we aim to create an IFA Practice of 12 staff, qualified or working towards the highest academic status as Chartered Financial Planners. We will continue to use and invest in the latest technology, to improve the efficiency of our back office systems allowing us to spend more time with our clients. And as we do not represent a bank or particular financial institution, we are free to act solely for our clients in their best interests, utilizing the leading products in the market place to address their goals. This ensures our clients receive a bespoke solution to their objectives tailored exactly to their own requirements.”

For further information on this press release, please contact freshbaked PR at pr@freshbaked.co.uk. freshbaked PR is a Cardiff based public relations agency which represents a number of private and public sector organisations in the Cardiff, Swansea and Bristol business communities, as well as Newport in south Wales, home of golf’s 2010 Ryder Cup at the Celtic Manor Resort Hotel. For clients based in Cardiff PR agency services are provided from the Head Office in The Maltings.