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Cardiff-based financial planner reveals growth plan

Cardiff-based financial planner reveals growth plan

A Cardiff-based chartered financial planning firm has revealed plans to grow its footprint across the UK.

Bartholomew Hawkins has bought additional space to accommodate an increase in staff as it looks to grow its current portfolio of more than £270m to £1bn within the next five years.

A Cheltenham office will open in the "coming months" as part of Bartholomew Hawkins's plans to expands its geographical reach.

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Richard Lord, director at Bartholomew Hawkins, said: "We are grateful to have such a talented team behind us helping drive the business forward – something we see as key to continued growth within the firm.

"In addition to purchasing the office we have invested substantially in refurbishment, helping to create an attractive working environment for our staff.

"Our larger premises, give us room to expand and together with our recruitment strategy, smart approach to technology and commitment to customer service, is central to the firm realising its next phase of growth."

The firm was launched in 2006 and revenues have grown from £600,000 to more than £3m.

Since 2013 staff headcount has grown from seven to 36 as the firm looks to scale-up and the firm will launched a share-scheme this year.