Bartlett Wealth Management Ltd

Reference number: 114800

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

In the full report: 3 background checks

  • When bartlettgroup.com first appeared online, and whether it can receive email
  • What kind of line 0113 259 3539 is
  • Who else gives the postcode LS18 4RS
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Other names (10)

If you were contacted under any of these names, it is this firm.

  • Bartlett Trading name
  • Bartlett & Company Limited (July1986) Former name
  • Bartlett Life & Pensions Limited Former name
  • Bartlett Actuarial Services Former trading name
  • Bartlett Annuity Service Former trading name
  • Bartlett Employee Benefits Former trading name
  • Bartlett Independent Financial Advisers Former trading name
  • Bartlett Medical Insurance Former trading name
  • Bartlett Medical Insurance Advisers Former trading name
  • Bartlett Private Client Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

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
00840614
Company status
Active
Company type
Private limited company
Incorporated
11 March 1965 (61 years old)
Registered office
Broadway Hall, Horsforth, Leeds, LS18 4RS
Nature of business
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Frederick Bartlett Director Sep 1980 15 Jul 2013 1 other company
Andrew Michael Bartlett Director Feb 1979 25 Apr 2016 None
Paul Richard Stewart Director Jan 1976 1 Jun 2023 None
Jonathan Charles Faulkner Secretary Not published 1 Apr 2025 –

Other companies run by these 3 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 company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 17 people who have ever been directors, with their dates
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Key dates in its history

Bartlett Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (55)

2024

22 October 2024

  • Bartlett Group (Subsidiaries) Limited took control (75–100% of shares)
  • Frederick Michael Bartlett no longer has significant control

Companies House

2016

6 April 2016

  • Frederick Michael Bartlett gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

1 October 2010

  • Changed its registered name from "Bartlett Life & Pensions Limited"

FCA register · Companies House

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

28 February 2001

  • Changed its registered name from "Bartlett & Company Limited (July1986)"

FCA register

1994

28 November 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1965

11 March 1965

  • Incorporated at Companies House

Companies House

In the full report: all 55 events

  • All 55 events in its history (10 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Bartlett Wealth Management

Other FCA-listed firms that share a director, phone number or address with Bartlett Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Bartlett Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Leeds

2 Plan Wealth Management LimitedLeedsAuthorisedA. Bianchi Financial Solutions LimitedLeedsAuthorisedAge Partnership Wealth Management LimitedLeedsAuthorisedApollo Financial Consultancy LtdLeedsAuthorisedBareham Independent Financial Advisers LimitedLeedsAuthorisedClarity Wealth LimitedLeedsAuthorised

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 Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 55 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Bartlett Wealth Management Ltd FCA authorised?
Yes, Bartlett Wealth Management Ltd (FRN 114800) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Bartlett Wealth Management’s phone number and website?
The FCA register lists the phone number 0113 259 3539 and the website bartlettgroup.com/financial-planning for Bartlett Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Bartlett Wealth Management a scam or clone?
Bartlett Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Bartlett Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bartlett Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Bartlett Wealth Management?
Bartlett Wealth Management is owned by Bartlett Group (Subsidiaries) Limited, which holds 75–100% of shares and 75–100% of votes, since 22 October 2024. Before that, it was controlled by Mr Frederick Michael Bartlett.
Who runs Bartlett Wealth Management?
Companies House lists 3 directors of Bartlett Wealth Management: Richard Frederick Bartlett, Andrew Michael Bartlett and Paul Richard Stewart.
How long has Bartlett Wealth Management been in business?
The company was formed on 11 March 1965, and has held its current FCA authorisation since December 2001.
Does Bartlett Wealth Management use any other names?
It trades as Bartlett. It has previously used 9 other names, including Bartlett & Company Limited (July1986), Bartlett Life & Pensions Limited and Bartlett Actuarial Services.

Sources and links

The full report on Bartlett Wealth Management Ltd

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