Our Team

Biography

Richard is Managing Director for the Bartholomew Hawkins Group overseeing the Chartered Financial Planning, Asset Management and Sports & Entertainment teams. He is passionate about the industry, proud of his team and focused on leading the way in wealth management.

He is a Fellow of the Personal Finance Society and one of a small number of Certified and Chartered qualified Financial Planners. He is also a Chartered Wealth Manager with the Chartered Institute for Securities and Investments. Richard has over 20 years' experience in financial advice and investment management.

He enjoys spending his spare time with his wife and young family. Football has been replaced with playing golf and there is still time for good food and wine.

Biography

Martyn joined Bartholomew Hawkins in July 2018 as Non-Executive Group Chairman.

Martyn has over 30 years' experience in senior exective roles in financial services primarily as Partner and Chief Operating Officer at Genesis Investment Management, a leading specialist Emerging Marketing equities investment manager. Prior to joining Genesis in 1994 he was Chief Operating Officer at the Japanese trust bank, Chuo Trust International Limited and earlier held positions in finance and investment banking at Kitcat & Aitken, Morgan Grenfell and Schroders.

Since retiring from Genesis in 2015, Martyn has remained a Trustee of the Genesis Charitable Trust and taken on a number of other non-executive, consultancy and charitable trustee positions including Trust and Chair of the Audit and Risk Committee at the Welsh National Opera and director of the Cardiff Blues. 

Martyn was born in Cardiff and educated at Penarth Grammar School, the University of Southampton, where he gained a degree in Business Economics and Sociology, and has completed the Advanced Management Programme at Harvard Business School. He is a fellow of the Institute of Chartered Accountants. 

Biography

Ian joined Bartholomew Hawkins as a Financial Planner in 2010 running our Bridgend office. Ian bought into the company as a shareholder and became Director in July 2012. Ian has over 15 years' experience in financial planning. He covers the geographical areas of Bridgend, Cardiff and Swansea.

Ian is a fluent Welsh speaker. In his spare time he is a semi-professional Rugby Union Referee, refereeing our domestic Rabo Pro 12 competition, ERC-appointed matches as well as being referee at the 2013 U20 Rugby World Cup. Triathlons are another past time having completed four Ironman Distance Events and the inaugural Wales Ironman.

Biography

Nathan joined Bartholomew Hawkins in January 2016. Since graduating from Cardiff University with a Chemistry degree in 2013 Nathan has held support roles in the financial services sector with Alltrust Services Ltd and Imperial Wealth Management Ltd. Using the skills gained through his education and the experience gained in his previous roles, he brings a highly analytical approach to financial planning.

Nathan achieved his Diploma in Regulated Financial Planning in August 2015 and in December 2017 he achieved his goal of attaining Chartered Financial Planner status.

In his spare time Nathan enjoys keeping fit by visiting the gym every morning and participating in 5k runs on the weekend. He has also recently discovered a love for photography.

Biography

Jon started his career in Financial Services in 2003 joining Legal & General as a Pension Specialist before moving onto become a Business Development Manager, supporting IFA firms across the UK.

After achieving the Certificate in Financial Planning Jon moved onto a local IFA firm in South Wales, joining them as a Senior Paraplanner.

After continuing his studies, Jon now holds the Advanced Diploma in Financial Planning.

In his spare time Jon enjoys going on holiday with his wife, Joanne and watching a number of sports, including football, rugby and boxing.

Biography

Responsibilities: Finance and HR

Adam joined Bartholomew Hawkins as Finance Manager in September 2012, holding responsibility for all financial aspects of the business.

Adam began his finance career in 2005, when he worked as an Assistant Accountant for Burroughs in Cardiff. While at Burroughs, Adam achieved his Accounting Qualification with the Association of Accounting Technicians to a foundation and intermediate standard.

In February 2007, Adam was offered an Assistant Accountant role with Gills Cruise Centre and was quickly promoted to their Finance & Operations Manager, where his responsibilities included the production of all customer documentation and payments made to cruise operators, often in excess of £2M per week.

Adam returned to university part time and graduated with a Masters in Business Administration (MBA) in 2013.

In his spare time, Adam enjoys most sports and holds a season ticket for the Cardiff Blues and is a keen cyclist. Adam is married to Joanna and they are parents to Jessica and Alex.

Biography

Anabelle joined Bartholomew Hawkins as PA to Richard Lord and Paul Freeman in January 2018, bringing with her over 22 years' experience in the Financial Services Industry and 13 years' experience as a PA.

Anabelle has had various roles within the Financial Services Sector, including pension administration, team management, process definition and sales support before becoming a PA. Her most recent role was working with a small paraplanning firm in an administrative role and combined with her other previous roles has touched most parts of the customer journey. Anabelle enjoys supporting business leaders to ensure their time is well managed, thus making them as effective as possible in their roles. This is critical in supporting Richard who has duel roles as MD and as a Financial Adviser.

In her spare time Anabelle enjoys baking which means her second favourite pastime is going to the gym.

Biography

David joined Bartholomew Hawkins as a Financial Planner in November 2012, he has clients located from London to Yorkshire, many in the South West of England and closer to home in South Wales. 

He has over 12 years' experience in financial planning and investments having held senior financial planning management roles for brands such as Principality Building Society, Lloyds Wealth and Bank of Scotland Investment Service.

David is a fluent Welsh speaker. In his spare time he coaches children's rugby, plays squash, football and rugby and enjoys taking part in endurance and fitness challenges.

Biography

Anthony joined Bartholomew Hawkins as a Financial Planner in November 2013 and he covers the geographical areas of Carmarthen, Llanelli, Swansea and West Wales.

Anthony has over 20 years’ experience in financial planning.

He is a fluent Welsh speaker, an avid fan of Welsh rugby, having played for many years and enjoys partaking in fitness challenges, especially cycling, to raise funds for cancer charities.

Biography

Ian joined Bartholomew Hawkins as a Financial Planner in October 2013 and he covers the geographical areas of Bristol, Chepstow and Gloucestershire.

Ian has over 27 years experience in financial planning and investments. Prior to joining Bartholomew Hawkins, he had worked for the RBS Group for 10 years and also spent a similar amount of time with Barclays.

In his spare time Ian enjoys photography, playing badminton and travelling to new countries and cities. He also enjoys walking challenges to raise funds for charity. Ian has completed the National Three Peak Challenge, Coast to Coast & Pennine Way in recent years.

He is married with three grown up children.

Biography

Richard joined Bartholomew Hawkins as a Chartered Financial Planner in May 2017, covering the South West of England as well as having clients in London and further north. 

Having worked in the financial industry since 1998, Richard has gone on to advise private and corporate clients since 2009.

Richard attained Chartered Financial Planning status in June 2015 and is currently studying towards Fellowship status.

A keen music fan, Richard enjoys going to gigs along with playing the ukulele.  He also likes to keep fit and active so is a keen runner. Although his competitive football days are behind him, Richard still loves a kick about down the park with his son Arthur.

Biography

Steven joined Bartholomew Hawkins as a Financial Planner in August 2016, bringing with him over 14 years experience in Financial Planning. Steven specialises in pensions, investments and building life long relationships with his clients.

In his spare time Steven enjoys spending time with his family, walking, jogging and playing squash.

Biography

Jeremy joined Bartholomew Hawkins as a Financial Planner in 2017 to establish a presence in Cheltenham and the surrounding areas. Jeremy brings with him over 20 years industry experience having worked for some of the worlds leading Financial Service companies.

In his spare time Jeremy is a keen Scuba diver, regularly diving in the UK's beautiful and frigid waters.

Biography

Stephen joined Bartholomew Hawkins as a Research Analyst in September 2018, and moved into a Financial Planner role in July 2019. Since graduating from Loughborough University with a Geography degree in 2014, Stephen has worked with 3 different Independent Financial Advisers in South Wales. 

Stephen achieved his Diploma in regulated Financial Planning in 2015 and is currently working towards Chartered status. In his spare time Stephen enjoys socialising with friends. He also enjoys visiting the gym, playing football and the occasional round of golf.

Biography

Maria joined Bartholomew Hawkins as Office Manager in May 2016 looking for a new challenge, having built up over 9 years' experience within the Financial Services Industry.

Maria previously worked for a Financial Planning firm in Bridgend, where she progressed from an Administrator to Office Manager having completed her Certificate in Financial Administration and ILM Level 3 Award in Leadership & Management. Maria is responsible for the Support Team and maintaining office efficiency by planning and implementing new procedures and processes.

In her spare time, Maria enjoys spending time with her husband James and their two young daughters Sofia and Sienna.

Biography

Sarah joined Bartholomew Hawkins in April 2016, bringing 5 years experience in the Financial Services industry with her. After completing her NVQ Level 2 in Business Administration Sarah joined a local Financial Planning firm where she gained her experience and knowledge of the industry. Sarah went on to become lead administrator for client servicing and corporate pensions. Sarah joined Bartholomew Hawkins with a view of furthering her career in the Financial Services sector.

Before entering the Financial Services industry Sarah travelled the world working on cruise ships as a qualified Spa & Beauty Therapist. Outside of work Sarah likes to spend time with her family and friends, going to the gym and horse riding.

Biography

Victoria joined Bartholomew Hawkins as Financial Planning Coordinator in July 2017, bringing over 9 years of financial services experience with her.

After completing an NVQ in Business Administration, Victoria has gone on to secure roles working as a Dealer Support Adviser at one of the UK's largest banks, as well as a SIPP Pensions Administrator & SSAS Portfolio Administrator. Victoria is looking to further her experience with studying for further financial qualifications and is currently studying for her J10 exam.

In her spare time, Victoria loves running, reading and yoga and partakes in half marathons and sporting events. 

Biography

Abigail joined Bartholomew Hawkins in July 2016 with a view of furthering her career in the Financial Services sector.

Prior to joining Bartholomew Hawkins Abigail worked for a Financial Planning firm in Bridgend, where she gained experience and knowledge of the industry and provided support to the team of Financial Advisers.

Abigail is now looking to further her career in Financial Services by studying towards her Diploma in Regulated Financial Planning.

In her spare time, Abigail enjoys spending time with her friends and family and going to the gym.

Biography

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.

At the weekend Jackie enjoys spending time with her family and friends and is fond of gardening and DIY.

Biography

Katherine joined Bartholomew Hawkins as a Senior Financial Planning Analyst in July 2017, carrying with her a wealth of experience from over 20 years in the financial services industry.  

As well as being a Chartered Financial Planner, Katherine also holds a Chartered Certified Accountant qualification and is STEP qualified.

She has held senior positions at Sanlam Investments and Pensions as product development manager and AXA Life Invest as UK technical and tax manager.  Katherine has also worked as an independent financial adviser and a specialist adviser, focusing on pension transfers and trust and estate planning solutions.

In her spare time, Katherine enjoys spending time with her partner and son.  She likes running with her dogs and regularly visiting the gym.

Biography

Craig joined Bartholomew Hawkins in November 2012.

Craig undertakes research, analysis and report writing to assist the Financial Planners. 

Craig also oversees the compliance aspects of the business alongside Richard Lord.

Prior to joining us, Craig has amassed over 24 years of experience in the financial services industry, working in different roles from paraplanner to Administration Manager for a range of different companies.

In his spare time, Craig enjoys watching all types of sports and follows Birmingham City Football Club. He is also an active member of Gaer Baptist Church and enjoys spending time with his family.

Biography

Deborah joined Bartholomew Hawkins in October 2013.

Deborah undertakes research, analysis and report writing, specialising in mortgages and protection, to assist the Financial Planners.

Deborah has been in a financial role since 1985 starting with Royal London and then joined Aviva's IFA division in 2004 working closely with IFAs across Wales to encourage them to use Aviva’s products as well as problem solving and product support.

Deborah then joined Hancock Life and Pensions (Merged with Kymin Financial Services) as their Mortgage Paraplanner prior to joining Bartholomew Hawkins.

Deborah enjoys spending time with her family and walking the family dog.

Biography

Rebecca joined Bartholomew Hawkins as a Senior Financial Planning Coordinator in November 2017, bringing with her over four years' experience in the Financial Services industry, and carrying both an analytical paraplanning and administrative skillsets.

In her spare time Rebecca enjoys weight training, playing badminton and entering 10k races with her running club.