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VerifiedFinancial Services· Founded 1987

Bartholomew & James Fs Ltd

We are a 35 year old well established firm of independent financial advisers based in Belfast. Our objective is help our individual and corporate clients achieve their financial objectives by providing high quality advice on pensions, investments and protection solutions. Our advice also encompasses tax planning and estate planning. We have a particular focus on assisting our clients with pension planning prior to retirement, at retirement and during retirement. We are a fully FCA regulated whole of market firm.

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HeadquartersBelfast, United KingdomEmployees4(1 to 10)Founded year1987Websitebartjames.comLinkedIn profileLinkedIn

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4

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Top roles at Bartholomew & James Fs Ltd

3 distinct titles indexed · top 3 shown.

  • 1bartholomew & james (fs) ltd
  • 1director
  • 1office manager & paraplanner

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