Bartlett Wealth Management reaches £100m milestone

Bartlett Wealth Management has reached £100m of assets under management across its managed portfolio services Performance Matters and Straightforward Wealth.

The Leeds-based company provides pension and savings advice to thousands of investors and pension holders, delivering returns that track above industry benchmarks.

Around £18m of new money was invested in the portfolios in the financial year to September 2015, compared to around £15m the previous year.

The company forecasts that it will attract more than £22m of new money in this financial year, reflecting increasing demand for its proposition.

The funds selected for the portfolios are chosen by the Bartlett Investment Committee, founded in 2008, which meets monthly to analyse economic events and market statistics.

David Bates, head of wealth management, said: “In this challenging economic environment, we believe that clients value, more than ever, a straightforward and easy to understand yet effective advice service.

“We are forecasting further growth and will be recruiting the right individuals to help maintain this momentum.”

The company has also experienced growth within its corporate pensions division, relating to the government’s Workplace Pension reforms.

Bartlett Wealth Management is part of Bartlett Group, which also offers insurance broking and risk management services to companies and individuals.

David Bates, Bartlett Wealth Management
David Bates, Bartlett Wealth Management

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