Bartlett Wealth Management Ltd

Name: Bartlett Wealth Management Ltd
Address: Broadway Hall, Horsforth, Leeds, West Yorkshire, LS18 4RS, GB
Telephone: 0113 258 5711
Price range: $$
Rating: 5

aka Bartlett, Bartlett Wealth Management Ltd

Authorised FRN 114800 5.0 (5)

Contact & Location

Address

Broadway Hall, Broadway, Horsforth, Leeds LS18 4RS, UK

More advisers in Leeds

Phone

0113 258 5711

Website

bartlettgroup.com

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 114800
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (7)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Making arrangements with a view to transactions in investments
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 00840614
Company Status: Active
Incorporation Date: 11 March 1965
Directors: 3
Accounts Category: Full
Last Accounts Filed: 30 September 2024
SIC Codes: 65110, 65201

Team (18)

Andrew Michael Bartlett
Approved
Thomas Adam Pollard
Approved
Richard Frederick Bartlett
Approved
Paul Richard Stewart
ApprovedCertified
John Alexander Clayton
Certified
Andrew Russell
Certified
Anna Huck
Certified
Richard Malcolm Hayres
Certified
Hannah Jones
Certified
Ian Towers
Certified
Laura Emma de Vries
Certified
Joe Halliday
Certified
Richard Alan Cotterill
Certified
Andrew James Russell
Approved
Karen Spark
No longer required
Melanie Smith
Approved
Robert Michael Smith
ApprovedCertified
Sophie Osborne Hutchinson
ApprovedCertified

Google Reviews

5.0

5 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Leeds, Yorkshire and The Humber
24 years FCA-authorised
20 registered individuals
4 specialisms
7 FCA permissions
CH 00840614

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.