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BARTLETT WEALTH MANAGEMENT LTD Active

Foreign Insurance Company Representatives


Contact information


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Financial statements of BARTLETT WEALTH MANAGEMENT LTD

According to BARTLETT WEALTH MANAGEMENT LTD latest financial report submitted on 2025-09-30, the company has a Turnover of £4M, Cash of £677,571.00 while the Total-Assets is £1M. Compared with the previous year, the company reported a Turnover increase of 30.95%, which is an equivalent of -1366002. At the same time, the Cash went up by 51.06%, or by -345963.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Profit after Tax

    £ -

  • Working Capital

    £ 1.1 million

Working Capital

BARTLETT WEALTH MANAGEMENT LTD Business Credit Report

A Business Credit Report for BARTLETT WEALTH MANAGEMENT LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for BARTLETT WEALTH MANAGEMENT LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

BARTLETT WEALTH MANAGEMENT LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

BARTLETT WEALTH MANAGEMENT LTD Directors and key executives

BARTLETT WEALTH MANAGEMENT LTD currently employs 6 people.
In order to view contact information, including emails and phone numbers for all the employees working at BARTLETT WEALTH MANAGEMENT LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

6

Management Level


100

Middle

Employee Job Title Email Phone Country
Andrew Bartlett Director
*********@bartlettgroup.com
- GB
Richard Bartlett Director
*********@bartlettgroup.com
- GB
Paul Stewart Director
-
- GB
Richard Bartlett Director
-
- GB
David Bates Director
******@bartlettgroup.com
- GB

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BARTLETT WEALTH MANAGEMENT LTD Ownership and Group Structure

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BARTLETT WEALTH MANAGEMENT LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at BARTLETT WEALTH MANAGEMENT LTD. One of of major shareholders of BARTLETT WEALTH MANAGEMENT LTD is BARTLETT GROUP (SUBSIDIARIES) LIMITED, which owns 50000 ORDINARY shares, with a total value of 50,000 GBP and BARTLETT GROUP (SUBSIDIARIES) LIMITED, which owns 50000 ORDINARY shares, with a total value of 50,000 GBP.


Name Quantity Share Type Value
BARTLETT GROUP (SUBSIDIARIES) LIMITED
50000 ORDINARY 50000 GBP
BARTLETT GROUP (SUBSIDIARIES) LIMITED
50000 ORDINARY 50000 GBP

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BARTLETT WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of BARTLETT WEALTH MANAGEMENT LTD are JAMES HALLAM LIMITED, LOREGA LIMITED, WILLIAM RUSSELL LIMITED, ADLER FAIRWAYS INSURANCE BROKERS LIMITED, PARETO FINANCIAL PLANNING LIMITED. View and export all the competitor list of BARTLETT WEALTH MANAGEMENT LTD by upgrading your account here.


JAMES HALLAM LIMITED


Revenue
49,303,664.0
Age
44 years
Employees
179
Industry
View Foreign Insurance Company Representatives
Website
View http://www.jame**************

LOREGA LIMITED


Revenue
3,816,000.0
Age
41 years
Employees
93
Industry
View Foreign Insurance Company Representatives
Website
View http://www.l**********

WILLIAM RUSSELL LIMITED


Revenue
7,245,885.0
Age
34 years
Employees
60
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.willi***************

ADLER FAIRWAYS INSURANCE BROKERS LIMITED


Revenue
10,555,798.0
Age
24 years
Employees
146
Industry
View Foreign Insurance Company Representatives
Website
View https://www.adler***************

PARETO FINANCIAL PLANNING LIMITED


Revenue
6,631,755.0
Age
18 years
Employees
74
Industry
View Financial Services
Website
View http://www.par************

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BARTLETT WEALTH MANAGEMENT LTD news & activities:


Turnover

BARTLETT WEALTH MANAGEMENT LTD has submitted new account statements and has reported a turnover of £4M, a 30.95% decrease year-over-year.

uk.globaldatabase.com

2025-09-30

EBITDA

The BARTLETT WEALTH MANAGEMENT LTD-based company said the adjusted EBITDA is now £720,884.00, compared with the previous year of 1.4 million.

uk.globaldatabase.com

2025-09-30

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Frequently Asked Questions regarding BARTLETT WEALTH MANAGEMENT LTD


Where is BARTLETT WEALTH MANAGEMENT LTD registered office?

BARTLETT WEALTH MANAGEMENT LTD is located at Broadway Hall Horsforth, United Kingdom.

How can I contact BARTLETT WEALTH MANAGEMENT LTD?

You can call BARTLETT WEALTH MANAGEMENT LTD at the following number +441132******

What is the website of BARTLETT WEALTH MANAGEMENT LTD?

BARTLETT WEALTH MANAGEMENT LTD website is https://www.bartlettgroup.com/

How many people work at BARTLETT WEALTH MANAGEMENT LTD?

According to the latest account statement, there are currently 6 of employees working for BARTLETT WEALTH MANAGEMENT LTD.

How much revenue does BARTLETT WEALTH MANAGEMENT LTD make?

Based on the latest financial accounts submitted on 2025-09-30, the company made £4M for 2025, which went up by 30.95%.

What is BARTLETT WEALTH MANAGEMENT LTD EBITDA?

For 2025, BARTLETT WEALTH MANAGEMENT LTD has reported an EBITDA of £720,884.00, which went up by 87.39% compared to previous year.

What is the Business Credit Score of BARTLETT WEALTH MANAGEMENT LTD and how reliable is the company?

In order to check the business credit score of BARTLETT WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does BARTLETT WEALTH MANAGEMENT LTD pay their invoices on time?

By requesting a Business Credit Report for BARTLETT WEALTH MANAGEMENT LTD, you will be able to gain more insights about the BARTLETT WEALTH MANAGEMENT LTD payment trends.

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