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The UK’s Number 1 Financial Adviser

We rank as the UK’s top financial adviser because our goal is simple – to add value to our clients’ lives.

Choosing the right adviser for you

The Bartlett Process

The process is simple:

  1. Contact us at jhalliday@bartlettgroup.com or call 0113 259 3581
  2. We will arrange a no-obligation, no-cost introductory meeting in which we will look to understand your circumstances and future goals. You can also learn more about who we are and how we work.
  3. We assess the initial work involved and confirm our fees before any further work commences.
  4. Following a formal client engagement, we will develop a comprehensive, long-term financial plan.
  5. After we receive your consent to proceed, we will execute the recommended strategy.
  6. Regular reviews – we work with you and your family over the longer term to keep your financial plan on track and keep you in good financial health.