Response rating
9.0/10
FCA verified
20th November 2017

Bartlett Wealth Management Limited

Independent Financial Adviser Broadway Hall, Horsforth, Leeds, West Yorkshire, LS18 4RS
First meeting at adviser's own cost
Our team will provide expert advice and cut away the unknown to deliver the right solution.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David Bates
Head of Wealth Management
Accreditations
Chartered Financial Planner
David Weathers
Director
Richard Cotterill
Independent Financial Adviser
Andrew Holt
Independent Financial Adviser
Laura De Vries
Independent Financial Adviser
Joe Halliday
Independent Financial Adviser
Thomas Fellows
Independent Financial Adviser
Matthew Tallant
Independent Financial Adviser
Where to find us
About us

Bartlett Wealth Management Limited is a firm of Independent Financial Advisers based in Horsforth near Leeds. Established in 1965 we provide advice to both individuals and companies on all aspects of financial planning. As Independent Advisers, our clients benefit from the broadest range of products and services and completely unbiased advice. Whether it is Retirement Planning, Pension Consolidation, Investment Advice, Protection, Inheritance Tax Planning or Private Medical Insurance, Bartlett can help.

Our services

We will give you the personal attention and advice you deserve. Our people are recognised specialists and represent our added value to you.

We are very proud of our roots and have remained a true family business which gives us the independence many of our competitors lack.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Bartlett is a trading style of Bartlett Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority.

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