Bartholomew Financial Limited is an independent financial advice company based in Cardiff, South Glamorgan. We focus on providing individual and corporate clients with a professional service based upon our core philosophy of personal service and integrity. We can help you make informed decisions about your financial future.
We will work with you to understand your personal circumstances and goals so that an accurate financial plan of action can be proposed and then implemented. Depending then on your on-going needs and the level of service selected we will work to maintain the recommended strategy. This could be via regular contact in a format selected by you, through personal regular reviews or as and when you prefer to contact us.
We will work with you to understand your personal circumstances and goals so that an accurate financial plan of action can be proposed and then implemented. Depending then on your on-going needs and the level of service selected we will work to maintain the recommended strategy. This could be via regular contact in a format selected by you, through personal regular reviews or as and when you prefer to contact us.
Services
Bartholomew Financial Limited is a firm of independent financial advisers dedicated to delivering unbiased, unrestricted, financial advice best suited to our client's circumstances and objectives. This is delivered in a manner that that is most appropriate and convenient to our clients. Everyone's needs and objectives are unique.
Dino was educated at Christ College, Brecon, from where he went on to study at Kingston University. He started his career in financial service with Friends Provident in 2001 looking after private clients and dealing with their investment / pension and estate planning needs.
He was one of the leading advisers within Friends Provident, presenting seminars to both clients and fellow advisers on topics such as investment management and estate planning.Dino then set up his own company in 2004, Turris Porta Wealth Management, which was an independent practise, advising both corporate and private clients on a wide range of financial planning issues.
He was one of the leading advisers within Friends Provident, presenting seminars to both clients and fellow advisers on topics such as investment management and estate planning.Dino then set up his own company in 2004, Turris Porta Wealth Management, which was an independent practise, advising both corporate and private clients on a wide range of financial planning issues.
Establishing our financial objectives can prove difficult for any number of reasons, such as:. I don't know when I'm going to retire or how much money I might need? I don't know how my business will grow over the next few years so setting aside capital is hard to predict? How would I cope financially with long term sickness, an accident or redundancy?
Bartholomew Financial Limited provides business owners, nationwide, with corporate financial planning advice in addition to looking after their own personal financial affairs. We look after a wide variety of businesses ranging from small to medium sized enterprises. Working in conjunction with other professional advisers that assist our clients businesses, including Accountants and Solicitors.
The foundation of the services that Bartholomew Financial Limited provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
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