Dino Bartholomew

First impression from a user who is not yet a client

November, 2014

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Review from verified client

November, 2014

How has Dino Bartholomew helped you?

I have been a client of Dino's since 2012. I am extremely pleased with the performance of the pension and funds that Dino recommended so much so I have referred a number of friends to Dino and all of which are also happy with his recommendations and service. Dino and his staff are prompt in replying to any questions that I have and make me feel a valued customer at all times. I receive regular updates from Bartholomew Financial Limited and I am contacted promptly for my annual review.

What could they have done better?

Dino and his staff offer a first class service. I would not change anything.

First impression from a user who is not yet a client

August, 2014

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Very professional service; we just marginally preferred the approach of another adviser we saw.

First impression from a user who is not yet a client

June, 2014

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Fully understood our requirements and was confident that he could provide the service we were looking for - he made sure we understood our obligations prior to the meeting finishing, by simplifying the "Financial" aspects to ensure we fully understood

First impression from a user who is not yet a client

April, 2014

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Very informative, pertinent & helpful

First impression from a user who is not yet a client

February, 2014

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Dino replied promptly. He detailed the services that he would provide and set out the cost clearly. This was very helpful.

Review from verified client

February, 2014

How has Dino Bartholomew helped you?

Excellent knowledge of a varied and complex market. An enlightening consultation that was well worthwhile!

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

Dino carried out alot of work for me initially as I had several pensions and also different investments and a couple of savings plans, which he simplified and I feel that now, with Dinos help, I have a much better understanding of what I actually have and am in control. I see Dino once a year and have up dates four times a year on how my investments are doing. Dino has a strong technical knowledge and has the ability to explain in plain English!

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

I have received excellent advice from Dino over the last five/seven years and, as a result I am fortunate to have a very good pension and other forms of income. Dino and staff are very friendly and approachable and all queries are answered quickly.

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

Very thorough advice and implementation provided by Dino and his team. Highly recommended.

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

I recently consulted Dino in respect of my Pension options and I would have no hesitation in recommending Dino. He is well qualified, articulate and able to present complex solutions in a very simple way. Having spent more than 25 years working in financial services I have met many advisors, good and bad and would definitely put Dino in the top tier !

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

Excellent process. Covered all my issues.

Review from verified client

January, 2014

How has Dino Bartholomew helped you?

Explained the options available to me in a clear and concise manner. I knew exactly what was happening with my money.

First impression from a user who is not yet a client

December, 2013

Please provide a brief comment about your experience with Dino

First impression from a user who is not yet a client

December, 2013

Please provide a brief comment about your experience with Dino

First impression from a user who is not yet a client

November, 2013

Please provide a brief comment about your experience with Dino

Had made an agreement with another FC so canceled the appointment.

Review from verified client

November, 2013

How has Dino Bartholomew helped you?

Dino has advised us over a number of years and we find his advise to be first class. With his assistance we have made sensible profitable investment decisions in a time of a great economic uncertainty.

Review from verified client

November, 2013

How has Dino Bartholomew helped you?

Top advice and a fantastic service.

Review from verified client

October, 2013

How has Dino Bartholomew helped you?

I have known Dino for a number of years now and I have found him to immensely Knowledgeable, yet have that rare ability to translate complex financial plans in to plain English. In addition to this I am always impressed by the speed with which Dino manages to respond to my queries regardless of their nature and complexity. I would not hesitate to recommend Dino to anyone who is looking for someone that is looking for more of a personal touch than that which you often experience when dealing with large firms. Rupert Poole - Stone King Solicitors - Bath.

First impression from a user who is not yet a client

September, 2013

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Review from verified client

August, 2013

How has Dino Bartholomew helped you?

He knows what he is talking about and explains things clearly and simply. Extremely well informed and very quick to pick up our doubts and issues.

What could they have done better?

I wasn't always sure about charges from him and recommended providers

First impression from a user who is not yet a client

June, 2013

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Review from verified client

April, 2013

How has Dino Bartholomew helped you?

Dino advised me on my pension arrangements. Dino made everything easy to understand and guided me through the process step by step. Both Dino and his staff kept me informed of the progress: of my application. Dino understood my objectives and priorities straight away and I felt comfortable in deal

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

Dino made my retirement options very clear for me, explaining what was available and securing enhanced pension benefits that IÂ’m sure would have been lost had I tried to take my pension myself. He has made my retirement more comfortable and has helped me help to help my family financially, I would gladly recommend his services.

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

I have found Dino's advice to be very helpful in terms of my pension planning as my wife and I phased in our retiremnt over the last 3 years, he has helped us reduce our income tax and managed our investments over a very volatile period. We appreciate his independent unbiased advice and value his ongoing support.

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

I have found the advice and service first rate, I only work with people I can rely upon and trust therefore I am happy to vouch for Bartholomew Financial and specifically Dino.

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

I have entrusted Dino with my investment portfolio and pensions , he has been advising me for almost ten years and I have been very impressed with the range of solutions recommended over this time dealing with tax planning, investment management and estate planning. I am pleased to be able to recommend his services

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

I have utilised Dino Bartholomew's services for both my personal and business financial planning needs including life insurance and pensionÂ’s advice for the past five years. I have always valued Dino's competitive and easy to understand solutions and am pleased to have this opportunity to recommend his services.

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

I am happy to recommend Bartholomew Financial , Dino took time to understand the needs of my business and my personal financial planning needs, he has put plans in place to protect myself and my family. In addition I feel my business is in a better position financially after he pointed out ways in which we could save tax and build up secure benefits for the future.

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

We had used a few different advisers over the years, Dino was recommended to us, we wanted someone to come in and make sure we were doing the right thing with our company pension scheme. We found his service and views refreshing , the approach we are now taking with our pensions will yield better results and I can rely upon Dino to resolve any questions or issues we have. Ms Corrin , Eden Rock Capital Management , Mayfair, London

Review from verified client

February, 2013

How has Dino Bartholomew helped you?

Very impressed with the time that you took to understand our personal position and the way in which you explained your recommendations, you made things so much more simple to understand without using any financial jargon. Thank you for taking the responsibility of implementing and managing the company pension scheme, itÂ’s reassuring to know that the staff have access to quality independent advice outside of the company and as a business we are not distracted with understanding pension legislation . Mr Thompson , Farebrother Surveyors , London.

Review from verified client

January, 2013

How has Dino Bartholomew helped you?

The prospect of having someone take care of my wealth management and future planning was daunting to say the least. I can only say that the service and professionalism received from Dino has been first class. I would not hesitate in recommending his services and have frequently done so. Mr M Winfield Director HSS Hire Training.