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Wealth Management

Our secret weapon? We know where the private wealth management industry breaks down. And we know what to do about it.

Financial Times Top 100 UK Financial Advisers 2021

Bartlett ranked as the Number 1 Financial Advisory Firm in the FTAdviser Top 100 UK Financial Advisers 2021 Award, which lists the UK’s best advisory firms.

What our customers say

Wealth management: wrestling with the unknown

To counter it, advisers need to have, and use, concrete information. But it’s surprising how often even investment professionals believe that the markets can be tamed by instinct. And how often their investment decisions rely on little more than superficial analysis and gut feel.

That’s why so many funds are recommended because they are run by investment star names. Why glamorous esoteric investments are popular, and why knee jerk reactions are so common in the market.

Bartlett has a more rigorous approach. Our Investment Committee has an eye on the long term and filters funds dispassionately. Our risk ratings are carried out in-house to ensure complete objectivity. In short, we know exactly what we’re recommending, and why.

The results? Our clients’ portfolios are diversified, mainstream and built for the long term. They minimise volatility. And they match our clients’ risk appetites, whatever these may be.

The Bartlett process

We will then make a personal recommendation for you, in the form of a tailored financial plan. We’ll use what you’ve told us to match your risk tolerance to your investments. And we’ll tell you as much, or as little, as you want to know about the details behind our decisions.

If you choose to receive ongoing services from us, we’ll repeat this process at least annually, updating your financial plan based on your circumstances and goals at that particular point in time. We know that things change and will be there to support you when they do.

Step 1:
Getting to know you

In a detailed, (ideally) face-to-face discussion, we will ask about your financial situation, your plans, your attitude to risk and your expectations on fees.

Step 2:
A personalised recommendation

We will create a fully personalised investment solution, along with the financial planning advice you require. We have different service packages, depending on the level of advice you require – which can be further tailored to suit your needs perfectly. But every solution includes:

  • An investment proposition selected by our investment committee
  • Asset allocation modelling and regular rebalancing
  • Competitive fees
  • Dedicated advice from a professionally qualified adviser

Find out more about Wealth Management

We hope we’ve given you food for thought. If you’d like to refer offline to this information, please download it in pdf format. Or if you’re interested in a face-to-face conversation, please get in touch.

Joe Halliday
Chartered Financial Planner
Email: jhalliday@bartlettgroup.com

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