Financial Services: Advice for Individuals

Investment Management

Bartlett Life & Pensions Ltd offers a financial planning service encompassing all aspects of both regular saving and lump sum investment, including Individual Savings Accounts (ISAs), Investment Bonds, Unit Trusts / OEICs, Investment Trusts, Offshore Funds, National Savings and Building Society Investments.

We use our market knowledge to create a portfolio of investments to meet your specific circumstances, needs and objectives.

We can also offer tax-planning advice in relation to Inheritance Tax mitigation using Trusts and other tax-efficient investments to ensure future generations of your family benefit the most.