With so many financial advisers, the choice can seem daunting. Who should you trust? How can you assess the quality of advice? How should you measure value for the fees you pay?
For over 55 years, thousands of UK clients have placed their trust in Bartlett’s financial advice.
Why is Bartlett ranked 1st in the FTAdviser Top 100 UK Financial Advisers 2021?
Bartlett Wealth Management is built on core values that have served us well since our formation in the 1960s. Family-run and independent, the management team has been with the firm for an average of 19 years. Bartlett is a purpose driven business that offers financial advice which is focussed on improving our clients’ financial well-being, giving them confidence, control and freedom in their future.
We are a firm whose model is rooted in trust, ethics, and integrity. This can only be achieved through a long-term approach to business growth (as opposed to the short-termism of the public and private-equity markets), independence from product providers, as well as investment in our people, tools, and solutions.
Our client relationships often span across generations, as we guide our clients through their bespoke financial plan.
The Bartlett Process
We create and manage financial plans for business owners, company directors and families we have worked with for generations.