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Bartlett Wealth Management Ltd
- Incorporated
- 11 March 1965 (61 years)
- Previously known as
- Bartlett Life & Pensions Limited (until 20 September 2010)Bartlett & Co.(Life & Pensions)limited (until 31 December 1980)
- Industry
- Life insurance (65110) Life reinsurance (65201)
- Directors
- Paul Richard StewartAndrew Michael Bartlett
- Accounts type
- Full
- Region
- Yorkshire
- Address
- Broadway HallHorsforthLeedsLS18 4RS
Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 28 May 2027
- Last conf. stmt
- 14 May 2026
Officers 4 active
Officer details are public data from the Companies House register.
Faulkner, Jonathan Charles
Secretary · Appointed 1 April 2025
Stewart, Paul Richard
Director · Appointed 1 June 2023
British
Born January 1976 (50)
Bartlett, Andrew Michael
Director · Appointed 25 April 2016
British
Born February 1979 (47)
British
Born September 1980 (46)
Officer history (16 former)
1 April 2025
Appointed Faulkner, Jonathan Charles as Secretary
31 March 2025
1 June 2023
Appointed Stewart, Paul Richard as Director
31 May 2023
Resigned Bates, David Francis as Director
21 October 2021
19 March 2018
25 April 2016
Appointed Bartlett, Andrew Michael as Director
14 March 2016
31 January 2014
15 July 2013
28 February 2013
11 January 2013
19 July 2011
1 October 2010
1 October 2010
Appointed Bates, David Francis as Director
31 March 2010
1 November 2008
3 August 2007
25 July 2007
1 June 2007
1 June 2007
26 October 2006
14 April 2004
8 March 2004
8 March 2004
7 April 2003
7 April 2003
21 August 1998
Resigned Forsyth, John as Director
21 March 1994
2 July 1991
Appointed Forsyth, John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 22 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Company Limited By Shares
Reg. no. 03218883
Former controllers (1)
22 October 2024
Group structure 10 companies
Ownership group derived from the Companies House PSC register
Bartlett Group (Subsidiaries) Limited Owns 75–100% of shares
Bartlett & Company Limited Owns 75–100% of shares
Bartlett Employee Benefits Limited Owns 75–100% of shares
Bartlett Specialty Limited Owns 75–100% of shares
Bartlett Trustee Limited Owns 75–100% of shares
Bartlett Underwriting Limited Owns 75–100% of shares
Bartlett Wealth Management Ltd This company Owns 75–100% of shares
Sunbridge Finance Limited Owns 75–100% of shares
MPR Underwriting Limited Owns 50–75% of shares
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 18 May 2026 | Full accounts | 30 September 2025 | 19 | |
| 14 May 2026 | Confirmation statement with no updates | 14 May 2026 | 3 | |
| 22 May 2025 | Confirmation statement with updates | 14 May 2025 | 4 | |
| 2 April 2025 | Full accounts | 30 September 2024 | 19 | |
| 1 April 2025 | Appointment of a secretary | 2 |
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