Bartholomew Hawkins Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales No. 5345179.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Jackie joined Bartholomew Hawkins in March 2015.
In November 1998 Jackie joined the Asset Finance Division of Black Horse Finance as a Telephone Data Administrator. This involved processing customer retail finance applications over the telephone and via fax, a role where accuracy was vital. Jackie then progressed to a Helpdesk Administrator, responsible for the completion of legal documentation, and paying out to retailers.
Jackie then achieved promotion in 2005 to Retail Sales Support as a Senior Sales Administrator, responsibilities including assessing retail leads and responsible for reporting back to the Regional Business Managers. She was involved in many high street retail launches in excess of 100 outlets at a time.
Looking for a new challenge, in 2010 Jackie became Personal Assistant to a local Financial Adviser, working closely with a variety of providers of both Pension and Investments. Jackie has extensive knowledge of Pension and Investments and the back office systems that both providers and advising companies use.
Company History
Established in 2005, Bartholomew Hawkins Chartered Financial Planners provide independent financial advice to both private and corporate clients in all areas of financial planning across South Wales and the South West of England. Our headquarters are in Cardiff and we also have offices Bristol.
We believe that the strength in our business comes from our people. Our teams of advisers are highly trained and qualified, with specialties in all different fields of financial planning particularly in pensions and investments.
We are able to provide advice where many others simply aren't qualified to. We have a dedicated team of support staff who work very closely with our advisers. As well as providing administrative support, they have a high level of technical knowledge as well as ensuring we are kept fully up to date with the latest regulatory and economic issues that may affect our clients.
For more information about our range of services or how we operate as a company, please call 029 2050 8000 or email:
We are proud of the work we do with our chosen charities.
The team at Bartholomew Hawkins will embark on the challenge, aiming to complete all three peaks – Ben Nevis, Scafell Pike and Snowdon within a 24 hour period in October this year. They are raising funds for Velindre Cancer Centre, Cardiff.
Our Managing Director, Richard Lord completed Tough Mudder, raising funds for Help for Heroes.
The team at Bartholomew Hawkins completed the National Three Peaks raising £2,200 for Velindre Cancer Centre, Cardiff
We're here to help. Contact us if you have any financial queries.
Chartered financial planner status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.
This title is only awarded to firms committed to developing and maintaining the expertise and capability of their people. Chartered firms must ensure that staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice, such as undertaking professional qualifications, keeping their skill-set up to date.
Chartered status helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer.
As a chartered firm, we must also follow a demanding code of ethical practice. This means we work in a principled manner that places our clients’ interests at the heart of the advice we give.
We are required to ensure that the advice, service and ongoing support we provide is based solely on your researched needs and is provided by someone operating within their level of competency.
