Meet the Team
Dino Bartholomew Dip PFS
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.
In 2006 his practise merged with another firm to become Bartholomew Hawkins Ltd, Dino remained as a director and IFA until May of 2012, over which time he helped develop the company. He then returned to running his own practise in order to concentrate more time on client specific matters and dedicate more time to his clients on a one to one basis.
Dino has maintained a strong and trusted relationship with his clients, looking after a variety of individuals who have sought their first piece of independent advice. To high net worth retired individuals, sole trader businesses and Directors of listed public limited companies on the London Stock Exchange.
He is a member of the Personal Finance Society and an affiliate member of the Society of Will Writers. He holds a diploma via the Chartered Insurance Institute; he also holds advanced qualifications and is on his way to achieving the Chartered Financial Planning Status.
Away from financial services Dino is married and has three children, he enjoys running, cycling, swimming, hill walking and cooking. His is a regular supporter of Tenovus cancer charity and NSPCC, completing the London Marathon, Three Peaks Challenge and various bike rides and triathlon's whilst raising money for charity.
Susie Hodges CeMAP
Susie started her career in financial services with Legal & General in Cardiff; her responsibilities included dealing with both advisers and clients on policy administration and processing issues. She was an integral part of a busy team based in Cardiff dealing with enquiries from across the UK, relating to investment and protection policies issued by L&G. During her 5 years at L&G she developed a sound knowledge and understanding of the business processing and management of financial products.
Her career progression then lead her into an independent practise of financial advisers based in Bridgend. She was able to adapt quickly to liaising with multiple life and pension companies, building upon her specialist knowledge acquired from her training at L&G. Initially she provided support to multiple advisers and ultimately she then became responsible for one of the directors, dealing with his clients.
Susie left this role to work as a personal assistant to Dino in July 2010; her duties include case submission / processing, research, client liaison and producing reports for clients. She has developed relationships with many clients in assisting them with their policy servicing needs and general enquiries.
Susie has continued her professional study through both coursework and examination via IFS School of Finance; she holds qualifications in regulatory management and the certificate in mortgage advice. Susie is working towards becoming a Para planner; a role that encompasses the knowledge required to provide holistic financial advice but in an office based environment supporting advisers. During her career she has developed a sound understanding of investments, pensions, savings and protection products.
Susie has one son and enjoys rugby, cricket, swimming, football and is a keen sportswoman.
Georgina was educated at Christ College, Brecon; she then went on to study nursing at St Georges Hospital in London. Once qualified as a registered general nurse she began her career in the NHS working on a surgical ward at Kingston Hospital, she then chose to specialise in intensive care. She continued her career in the NHS working at the Royal Gwent Hospital, Newport.
Georgina is now a director and company secretary of Bartholomew Financial Ltd; her duties include administration of accounts, payroll, advertising and marketing. Georgina is a non-advising director.
Karen Bartholomew Dip PFS
Karen is an Independent Financial Adviser with over 25 years’ experience.
At the early stages of her career she was employed by London Life based at their head office in Bristol specialising in Estate Planning and Trust work. This enabled her to gain significant expertise in formulating and implementing effective tax efficient structures to help clients mitigate potential Inheritance Tax liability, and to gain effective investment growth tax efficiently.
On leaving this company, Karen has worked independently, running companies specialising in offering financial advice.
She has continued to hold a specific interest in Estate Planning and Trusts. Over the years she has built up links with solicitors, legal specialists and accountants, so has remained in the forefront of implementing financial structures for clients that are up to date with legislative requirements. Such structures have included those appropriate for families with punitive IHT liability, Charity Trusts, compensation payments and some overseas clients.
Long Term Care Planning has also been an area of expertise. Karen has a number of clients to whom she has offered advice and support to enable them to secure financial arrangements that enable them to ensure their care home fees are paid for the rest of their lives. Additionally for some clients, she has organised Equity Release arrangements with S.H.I.P. policy providers, to help release capital from their property to help provide much needed capital and income. In all these arrangements the clients’ long term financial security has been Karen’s overriding objective.
Underpinning the service offered by Karen are the Core Values listed below.
Empathy: to offer advice in a sensitive and caring way. To treat you as an individual and your worries, hopes and fears are as important to us as your financial circumstances.
Integrity: Openness and honesty is vital. Karen’s aim is to become a trusted friend providing advice and support over the long term through changing circumstances.
Simplicity: Offering solutions that are straightforward. Karen avoids over complicated schemes. It is paramount that you understand what you are doing.
Clarity: To explain matters to you in plain English. It important that you clearly understand any schemes which you may adopt as the result of our recommendations.
Availability: Advice is long term. Karen and her colleagues remain available to you at all times. You may contact them by telephone or email or face to face over any issue that concerns you. Regular formal reviews are held to ensure that her recommendations remain appropriate particularly if there has been any change in your circumstances.
Sarah supports Karen and her clients , she is responsible for the application and processing of all client plans as well as reporting to Karen and acting as a client relationship manager , Sarah is based in the Cardiff office.
Sky Treasure-Jeffreys supports both Dino and Susie in the office in terms of producing client correspondence, investment valuations, administering new client’s plans and policy servicing / research. Sky also assists in the administration of corporate pension schemes in a non-advising capacity. Sky joined the company after completing her a-Levels.
Away from the office Sky enjoys hockey and horse riding
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