Company History

Bartholomew Hawkins Asset Management provide independent financial advice and investment management services to both private and corporate clients in all areas of financial planning across South Wales and the South West of England. We have offices in both Cardiff (HQ) and Cheltenham.



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.  

With all this wealth of knowledge and expertise available we believe that going that extra mile in providing a personal and tailored service to our clients, that our client service is second to none.

For more information about our range of services or how we operate as a company, please call 029 2050 8000 or email:


A free consultation with our financial experts

Take advantage of our free consultation and get all your questions answered by our financial experts – call us on 029 2050 8000 or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and with no obligation.