Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Barlow & Bartlett Wealth Management (FRN 990057) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Barlow & Bartlett Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Barlow & Bartlett Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
141 Englishcombe Lane, Bath, BA2 2EL, United Kingdom
In the full report: 3 background checks
- When barlowandbartlettwealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 01225 683192 is
- Who else gives the postcode BA2 2EL
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Firms like Barlow & Bartlett Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Bath
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
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Frequently asked questions about this firm
Is Barlow & Bartlett Wealth Management FCA authorised?
What does appointed representative mean for Barlow & Bartlett Wealth Management?
What is Barlow & Bartlett Wealth Management’s phone number and website?
Is Barlow & Bartlett Wealth Management a scam or clone?
Is my money safe with Barlow & Bartlett Wealth Management?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk