Number 1 UK Chartered Financial Adviser


Bartlett ranked number one Chartered Financial Adviser and 2nd overall in the FTAdviser Top 100 Financial Advisers 2020, which lists the UK’s best advisory firms.

We rank as one of the UK’s top financial advisers because our goal is simple - to add value to our clients’ lives.

Choosing the right adviser for you

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 2nd in the FTAdviser Top 100 Financial Advisers 2020?

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 18 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.

The process is simple:

  1. Contact us at dbates@bartlettgroup.com or call 0113 259 3604.
  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.

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.

David Bates
Head of Wealth Management
Email:

DOWNLOAD BROCHURE (pdf 962 KB)

Head Office

The Bartlett group
Broadway Hall
Horsforth
Leeds
LS18 4RS

Tel: 0345 605 4155
Email: mail@bartlettgroup.com

Bartlett Group (Holdings) Limited incorporated and registered in England and Wales. Registered address: Broadway Hall, Horsforth, Leeds. United Kingdom. LS18 4RS. Registered in England & Wales under company registration number 00945137.

Bartlett Group (Holdings) Limited is a holding company. Bartlett & Company Limited and Bartlett Wealth Management Limited are authorised and regulated by the Financial Conduct Authority (FCA). Bartlett & Co. GmbH is registered with the Hamburg Chamber of Commerce and accordingly entered in the broker register as an insurance broker with a permit according to § 34 d Paragraph 1 of the Industrial Code under registration number D-0767-L4J4W-03.

Bartlett Group companies may also undertake non-regulated activities including tax planning and risk management consulting.