More than 55 years ago, some of our business clients began asking whether we could manage their private portfolios with the same rigour and independence we brought to their corporate accounts. It turned out that we could.
Today, our advice covers private assets in excess of £250m and in 2020 Bartlett Wealth Management ranked second in the Financial Times Top 100 UK Financial Advisers. Our clients include business owners, company directors and families we have worked with for generations.
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 2020
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.