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
Bartlett Wealth Management Ltd Reference number: 114800 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.
- Bartlett Employee Benefits Limited (FRN 1017902) is an AR of Bartlett Wealth Management Ltd (FRN 114800). When you use Bartlett Employee Benefits's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Bartlett Employee Benefits, 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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No website on the FCA register
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Phone number
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Address
Broadway Hall, Broadway, Horsforth, Leeds, Leeds, LS18 4RS, United Kingdom
In the full report: 2 background checks
- What kind of line 0113 258 5711 is, and the 2 other firms that give it
- Who else gives the postcode LS18 4RS
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Bartlett Wealth Management Ltd, 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 15817099 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 July 2024 (2 years old)
- Registered office
- Broadway Hall Broadway, Horsforth, Leeds, LS18 4RS, England
- Nature of business
-
- Management consultancy activities other than financial management (SIC 70229)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Richard Frederick Bartlett | Director | Sep 1980 | 3 Jul 2024 | 3 other companies |
| Andrew Russell | Director | Apr 1984 | 3 Jul 2024 | None |
| Jonathan Charles Faulkner | Secretary | Not published | 1 Apr 2025 | – |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 3
- still active
- 3
- are FCA-registered
- 2
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
Key dates in its history
Bartlett Employee Benefits’s history from the FCA register and Companies House, newest first.
2024
25 September 2024
- Became an appointed representative
FCA register
3 July 2024
- Incorporated at Companies House
- Bartlett Group (Subsidiaries) Limited took control (75–100% of shares)
- Andrew Russell appointed as a director
- Richard Frederick Bartlett appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Bartlett Employee Benefits
Other FCA-listed firms that share a director, phone number or address with Bartlett Employee Benefits. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 2
- share its phone number
- 2
In the full report: all 4 connected firms, named
- How each is linked: shared directors (2), the same phone number (2), the same postcode (3)
- Who links each one: the named directors, with dates
Firms like Bartlett Employee Benefits
Other firms of the same type (financial adviser), nearest first.
In Leeds
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Bartlett Employee Benefits
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 2 background checks on its contact details
- All 5 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk