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.

Identity

Check their details

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.

Also trades as
  • Bartlett

Company details

From the company's Companies House record.

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)

Current directors and secretaries

Name Role Born Appointed
Richard Frederick Bartlett Director Sep 1980 15 Jul 2013
Andrew Michael Bartlett Director Feb 1979 25 Apr 2016
Paul Richard Stewart Director Jan 1976 1 Jun 2023
Jonathan Charles Faulkner Secretary Not published 1 Apr 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

Check your FSCS cover →

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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Bartlett & Company Limited (July1986)
  • Bartlett Life & Pensions Limited

Names it no longer trades under

This firm has retired 7 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Bartlett Actuarial Services
  • Bartlett Annuity Service
  • Bartlett Employee Benefits
  • Bartlett Independent Financial Advisers
  • Bartlett Medical Insurance
  • Bartlett Medical Insurance Advisers
  • Bartlett Private Client

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Common questions

Frequently asked questions

Is Bartlett Wealth Management Ltd FCA authorised?
Yes, Bartlett Wealth Management Ltd (FRN 114800) is authorised by the FCA to carry out regulated activities.
Is my money safe with Bartlett Wealth Management?
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.
Is Bartlett Wealth Management a scam or clone?
Bartlett Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Bartlett Wealth Management's Firm Reference Number (FRN)?
Bartlett Wealth Management's FRN is 114800. You can verify it on the FCA register.