Financial Planning

Over sixty years’ experience supporting business owners, professionals, company directors and families to protect and build their wealth.

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About us

Trusted advice

Whether you’re growing your wealth, approaching retirement or planning your legacy, we can help you make thoughtful, well-informed decisions over time.

We take the time to get to know you and your circumstances, so you can trust the advice we provide is focussed on what genuinely matters to you. We will talk through your goals, priorities, assets, family circumstances and long-term aspirations, to help you achieve the life you want both now and in the future.

We offer a range of advisory services across areas including investment, pensions and retirement, estate planning and financial protection.

60
Years of providing independent advice
98%
Client retention rate*
£400m
Assets under management

Our Offerings

Investment Planning

Independent advice on investment strategies tailored to your goals.

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Pension & Retirement Planning

Expert pension advice to help you plan your retirement with confidence.

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IHT & Estate Planning

Thoughtful planning to ensure your wealth passes to the people who matter most.

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Financial Advice for Business Owners

Strategic financial planning for every stage of your business journey.

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Financial Protection

Guidance on financial protection you can rely on – whatever the future brings.

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Our approach

Getting started

Firstly we take time to understand you. We find out about you, your financial situation, your plans and attitude to risk.

Your financial planner evaluates all gathered information to identify what is working and what can be improved.

We then provide you with a comprehensive written report that includes a detailed justification for our recommendations, as well as a clear breakdown of the associated costs.

Meet the team

Paul Stewart

Fellow of the Personal Finance Society, Chartered Financial Planner & Head of Wealth Management at Bartlett

As Head of Wealth Management, Paul is responsible for Bartlett’s wealth management strategy and direction. He is a Fellow of the Personal Finance Society, the profession’s highest qualification. With over 30 years’ experience in the industry, Paul has extensive experience in delivering high-quality financial advice to help clients achieve their long-term goals.

Joe Halliday

Fellow of the Personal Finance Society & Chartered Financial Planner

Joe is qualified as a Fellow of the Personal Finance Society, the highest achievement available as a financial adviser. He has been advising clients for over 10 years and holds additional specialisms in pension transfers and long-term care.

Laura de Vries

Senior Chartered Financial Planner

Laura has worked in financial services for nearly 20 years and has provided specialist advice to directors navigating sales of their business and members of SSAS schemes, amongst many others.

Richard Hayres

Senior Chartered Financial Planner

With over 30 years’ experience Richard has supported individuals and families through many of life’s key milestones and takes pride in being a steady and trusted guide. His approach is grounded in experience, clear insight and a genuine commitment to each client’s planning needs.

Anna Huck

Financial Planner

Anna has worked both behind the scenes and directly with clients since beginning her career in Financial Planning in 2017. She relishes getting to know clients to create personalised strategies to help them realise their goals.

Hannah Robinson

Financial Planner

Hannah has over a decade’s experience in financial planning and combines warmth with expertise. Outside of work she is an Education Champion with the Personal Finance Society, delivering workshops to students to help them build essential money skills.

Richard Cotterill

Financial Planner

With more than 35 years’ experience of advising clients, Richard takes pride in supporting individuals and families through all stages of life, not only through good times but also when life can be challenging. His aim is to give clients peace of mind regarding their finances.

Ian Towers

Chartered Financial Planner

Ian has nearly 20 years’ experience in financial services. He relishes being part of a truly independent, family-run firm at Bartlett, with the freedom to provide honest, unbiased guidance that puts clients' interests first.

Alex Clayton

Chartered Financial Planner

As a chartered financial planner, Alex has been in the industry for over 10 years, included time spent working in SSAS and SIPP administration. Alex is passionate about helping people achieve their goals.

Testimonials

Hear it from our clients

Bartlett’s value for me has been in looking beyond traditional retirement planning and understanding the realities of running a business. They’ve taken the time to understand how my business and personal finances interact and have offered clear, proportionate advice I trust.

They’ve helped me make decisions that balance risk, resilience and long-term goals. The advice feels considered and tailored, not generic. It’s been reassuring to work with advisers who look at the whole picture.

Mr JohnstoneLondon

I was referred to Bartlett in 2022 after my previous financial adviser left the industry. From the very beginning, they made the transition seamless. Through their clear guidance and detailed cashflow modelling,

I gained the confidence to reduce my working hours and ultimately retire at a time that suited both me and my family. I am extremely grateful for the ongoing support I continue to receive.

I wouldn’t hesitate to recommend Bartlett to anyone seeking trusted, professional financial advice.

Richard HartleyLeeds

Following the sale of my business, I worked with Bartlett to ensure I made the right decisions with the proceeds. Their advice was clear, intelligent, and genuinely focused on my long-term interests.

They helped me think beyond short-term considerations and build a long-term strategy that aligns with my lifestyle, family, and future plans. I’m extremely grateful for the support and would highly recommend them to any business owner approaching or exiting a sale.

JRScotland

After many years with my previous adviser, I felt uncertain about making a change, but from outset my adviser took the time to understand my circumstances and objectives.

We went through the recommendations together, so I could fully appreciate the benefits to me and my family The whole experience gave me confidence that my finances are now far more organised and aligned with my goals.

They have also been supportive in helping me adapt my financial planning to changes in my personal life. I now feel reassured knowing my finances are in safe hands

Steve BakerLeeds

Our relationship with Bartletts spans for over a decade and during this time they have helped us understand the complexities of wealth management and provided the peace of mind that our financial future is in safe hands.

Our adviser has always prioritised understanding what is most important to us and has worked with us to develop a plan to achieve our goals, giving us the confidence to pass wealth to our loved ones at the right time and ensuring we are able to enjoy the retirement we have always hoped for

Peter & Cheryl BoothNorth Yorkshire

Our latest insights

Navigating market uncertainty

10 July 2026Business Protection

Periods of market uncertainty can feel unsettling. Market volatility often increases, headlines become louder, and short-term movements dominate attention. We explore three principles that can help investors navigate uncertainty with confidence.

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FAQs

Clear answers to common questions.

* Bartlett Wealth Management client retention data 2020-2025. **Tax rules can change over time and any benefit to you will depend on your circumstances.

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