Investment Services
As with all Bartlett services, performance is central to what we believe in. We ensure that you invest in accordance with your attitude to risk, in the best possible funds based on our strict investment service criteria.
For further information about our investment services please contact David Bates, Investment Committee Chairman on:
Tel: 0113 259 3604
Email: dbates@bartlettgroup.com
Investment Service Options
Our team of investment experts continually analyses the thousands of different investment funds to make sure that our advisers can recommend to you the best funds for your circumstances, needs and objectives.
There is a range of savings and investment service options available to the private investor.
Building an investment portfolio must take into account tax opportunities and implications, your attitude to risk and finding the right balance for income, growth or both.
Our investment services cover all aspects of both regular savings and lump sum investment, including:
- ISAs (Individual Savings Accounts)
- Investment Bonds
- Unit Trusts / OEICS
- Investment Trusts
- Offshore Funds
- National Savings and Building Society Investments
Our investment services are an ongoing process, whereby we aim to have regular meetings with you to ensure the best chance of meeting your financial objectives.
Find out more about our wealth management team.
Other relevant services: