Bartholomew Hawkins offers a number of unique investment solutions to meet the different needs of our clients.
Having the correct investment strategy that has been tailored to your own needs, along with an understanding of your willingness to take risks when you are investing, is crucial to ensure you give yourself the best chance of meeting those lifestyle goals.
We have aligned our investment solutions to the new definitions of “good practice” published by the Financial Conduct Authority last year in their Centralised Investment Process Thematic Review.
BH core funds »
A selection of managed investment solutions for clients who do not require an ongoing investment strategy from our firm.
BH Wealth Passive portfolios »
A suite of low-cost, managed portfolios for clients with modest asset levels who require an ongoing service with regular annual reviews.
BH Wealth Active portfolios »
A model portfolio service for clients with more valuable assets and/sometimes more considerable investment experience where the additional costs are appropriate. This is our premier service.
For more information about investment portfolio management and investment planning advice, please call 029 2050 8000 or email: [email protected].
