Bartlett Wealth Management Limited
Initial consultation free
Independent
Our team will provide expert advice and cut away the unknown to deliver the right solution.
We can advise you on
Clients
helped
helped
14
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Joe Halliday
Associate Director & Chartered Financial Planner
Mr Paul Stewart
Head of Wealth Management & Chartered Financial Planner
What our clients say
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M Boucher
From the first moment I contacted Bartlett's I was put at ease and Joe was amazing. He listening to my situation and made sure he understood my needs before trying to advise. He offered me multiple...
ks
K Sharp
I have been a client with Bartletts for many years, initially as a professional cricketer when Bartletts advised players and staff on pensions etc. I have continued to stay with them to help me and...
gk
G King
I first started using Bartletts in 2011 and it has always been a pleasure to meet David & lately Laura at our yearly review meetings (even over Zoom during Covid lock downs!). Like most people of...
bm
B Mrozek
Great customer service and advise
Contact us
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