Bartlett & Company Limited

Date authorised
1 April 2013
Companies House
00364202
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Broadway Hall
    Broadway
    Horsforth
    Leeds
    West Yorkshire
    LS18 4RS
    UNITED KINGDOM
    Phone
    +441132585711
    Web
    https://www.bartlettgroup.com

  • Complaints Contact

    Broadway Hall
    Broadway
    Horsforth
    Leeds
    West Yorkshire
    LS18 4RS
    UNITED KINGDOM
    Phone
    +441132585711

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Plan Admin

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jonathan Charles Faulkner

    IRN JXF00667

    • SMF3 Executive Director (since 1 Apr 2025)
  • Julie Stephenson

    IRN JXS00609

    • [FCA CF] CASS oversight function (since 9 Dec 2019)
  • Karen Spark

    IRN KXS01551

    • CF1 Director (1 Oct 2011 to 11 Jan 2013)
  • Lynda Mary Michel

    IRN LMM01062

    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Feb 2013)
    • CF1 Director (14 Jan 2005 to 1 Feb 2013)
  • Michael Joseph Briggs

    IRN MJB01507

    • SMF3 Executive Director (9 Dec 2019 to 26 Mar 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 26 Mar 2021)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Michael Paul Ellis

    IRN XME01000

    • CF1 Director (18 Oct 2005 to 30 Apr 2010)
  • Nicholas John Stubbs

    IRN NJS01149

    • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Jun 2022)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (AR) (14 Jan 2005 to 5 Dec 2014)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Peter Alexander Holt

    IRN PAH01176

    • CF10a CASS Oversight function (12 Feb 2013 to 5 Feb 2014)
    • CF8 Apportionment and Oversight (21 Nov 2008 to 31 Mar 2009)
    • CF3 Chief Executive (21 Nov 2008 to 5 Feb 2014)
    • CF1 Director (14 Jan 2005 to 1 Dec 2007)
  • Richard Frederick Bartlett

    IRN RFB01072

    • CF1 Director (AR) (since 31 Jul 2025)
    • Responsible for Insurance Distribution (since 20 Jun 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF3 Chief Executive (24 Feb 2014 to 3 Dec 2019)
    • CF1 Director (12 Aug 2013 to 8 Dec 2019)
  • Richard James Whitehead

    IRN RXW00726

    • SMF3 Executive Director (since 31 Mar 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.