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Home > England & Wales Companies > BARTLETT WEALTH MANAGEMENT LTD
Company Information for

BARTLETT WEALTH MANAGEMENT LTD

BROADWAY HALL, HORSFORTH, LEEDS, LS18 4RS,
Company Registration Number
00840614
Private Limited Company
Active

Company Overview

About Bartlett Wealth Management Ltd
BARTLETT WEALTH MANAGEMENT LTD was founded on 1965-03-11 and has its registered office in Leeds. The organisation's status is listed as "Active". Bartlett Wealth Management Ltd is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as FULL
  • Annual turnover is £6.5 million or more
  • The balance sheet total is £ 3.26 million or more
  • Employs 50 or more employees
  • May be publically listed
  • May be a member of a group of companies meeting any of the above criteria
Key Data
Company Name
BARTLETT WEALTH MANAGEMENT LTD
 
Legal Registered Office
BROADWAY HALL
HORSFORTH
LEEDS
LS18 4RS
Other companies in LS18
 
Previous Names
BARTLETT LIFE & PENSIONS LIMITED20/09/2010
Filing Information
Company Number 00840614
Company ID Number 00840614
Date formed 1965-03-11
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/09/2024
Account next due 30/06/2026
Latest return 18/05/2016
Return next due 15/06/2017
Type of accounts FULL
Last Datalog update: 2025-05-05 14:27:48
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for BARTLETT WEALTH MANAGEMENT LTD
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Companies with same name BARTLETT WEALTH MANAGEMENT LTD
The following companies were found which have the same name as BARTLETT WEALTH MANAGEMENT LTD. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
BARTLETT WEALTH MANAGEMENT PTY LTD Active Company formed on the 2014-05-02

Company Officers of BARTLETT WEALTH MANAGEMENT LTD

Current Directors
Officer Role Date Appointed
JOHN HOWARD RANSOME
 Company Secretary 1991-05-18
ANDREW MICHAEL BARTLETT
 Director 2016-04-25
RICHARD FREDERICK BARTLETT
 Director 2013-07-15
DAVID FRANCIS BATES
 Director 2010-10-01
DAVID MICHAEL WEATHERS
 Director 2010-10-01
Previous Officers
Officer Role Date Appointed Date Resigned
FREDERICK MICHAEL BARTLETT
 Director 1991-05-18 2018-03-19
ROBERT JAMES SIMPSON
 Director 2007-06-01 2016-03-14
PETER ALEXANDER HOLT
 Director 2008-11-01 2014-01-31
ROBERT GRAHAM BROWN
 Director 1991-05-18 2013-02-28
KAREN SPARK
 Director 2007-06-01 2013-01-11
MICHAEL THOMAS COWELL
 Director 1991-05-18 2011-07-19
STEPHEN PETER RIDDICK
 Director 2004-04-14 2010-03-31
ADRIAN PARKIN
 Director 2003-04-07 2007-08-03
GARY RAWNSLEY
 Director 1991-05-18 2007-07-25
KEITH SPENCER
 Director 2003-04-07 2006-10-26
STEPHEN PETER RIDDICK
 Director 2004-03-08 2004-03-08
JOHN FORSYTH
 Director 1991-07-02 1998-08-21
FRED BARTLETT
 Director 1991-05-18 1994-03-21

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
JOHN HOWARD RANSOME FRED SUGDEN AND COMPANY LIMITED Company Secretary 2003-03-28 CURRENT 2003-02-11 Dissolved 2015-05-26
JOHN HOWARD RANSOME BARTLETT TRUSTEE LIMITED Company Secretary 2003-03-28 CURRENT 2003-02-11 Active
JOHN HOWARD RANSOME PINCO 1433 LIMITED Company Secretary 2000-06-08 CURRENT 2000-05-19 Dissolved 2016-11-01
JOHN HOWARD RANSOME BARTLETT GROUP (SUBSIDIARIES) LIMITED Company Secretary 1996-08-29 CURRENT 1996-07-01 Active
JOHN HOWARD RANSOME THE BARTLETT FOUNDATION Company Secretary 1995-10-02 CURRENT 1995-10-02 Active
JOHN HOWARD RANSOME BARTLETT & COMPANY LIMITED Company Secretary 1992-05-18 CURRENT 1940-12-05 Active
JOHN HOWARD RANSOME SUNBRIDGE FINANCE LIMITED Company Secretary 1992-05-18 CURRENT 1964-10-19 Active
JOHN HOWARD RANSOME BROADWAY HALL DEVELOPMENTS LIMITED Company Secretary 1991-05-18 CURRENT 1974-03-20 Dissolved 2015-05-26
JOHN HOWARD RANSOME BROADWAY HALL SERVICES LIMITED Company Secretary 1991-05-18 CURRENT 1976-02-04 Dissolved 2015-05-26
JOHN HOWARD RANSOME CREDIT INSURANCE MANAGEMENT LIMITED Company Secretary 1991-05-18 CURRENT 1981-10-30 Dissolved 2016-10-04
JOHN HOWARD RANSOME BARTLETT GROUP LIMITED Company Secretary 1991-05-18 CURRENT 1969-01-01 Active
RICHARD FREDERICK BARTLETT BARTLETT & COMPANY LIMITED Director 2013-07-15 CURRENT 1940-12-05 Active
DAVID MICHAEL WEATHERS BARTLETT TRUSTEE LIMITED Director 2016-08-01 CURRENT 2003-02-11 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2025-01-27CESSATION OF FREDERICK MICHAEL BARTLETT AS A PERSON OF SIGNIFICANT CONTROL
2025-01-27Notification of Bartlett Group (Subsidiaries) Limited as a person with significant control on 2024-10-22
2024-09-03Resolutions passed:<ul><li>Resolution passed adopt articles</ul>
2024-09-03Memorandum articles filed
2024-04-22FULL ACCOUNTS MADE UP TO 30/09/23
2023-06-12FULL ACCOUNTS MADE UP TO 30/09/22
2023-06-07APPOINTMENT TERMINATED, DIRECTOR DAVID FRANCIS BATES
2023-06-07DIRECTOR APPOINTED MR PAUL RICHARD STEWART
2023-06-06CONFIRMATION STATEMENT MADE ON 18/05/23, WITH NO UPDATES
2022-05-18CS01CONFIRMATION STATEMENT MADE ON 18/05/22, WITH NO UPDATES
2022-04-12AAFULL ACCOUNTS MADE UP TO 30/09/21
2021-11-26TM01APPOINTMENT TERMINATED, DIRECTOR DAVID MICHAEL WEATHERS
2021-06-08AAFULL ACCOUNTS MADE UP TO 30/09/20
2021-05-18CS01CONFIRMATION STATEMENT MADE ON 18/05/21, WITH NO UPDATES
2020-07-07AAFULL ACCOUNTS MADE UP TO 30/09/19
2020-05-19CS01CONFIRMATION STATEMENT MADE ON 18/05/20, WITH NO UPDATES
2019-06-13AAFULL ACCOUNTS MADE UP TO 30/09/18
2019-05-21CS01CONFIRMATION STATEMENT MADE ON 18/05/19, WITH NO UPDATES
2018-05-21CS01CONFIRMATION STATEMENT MADE ON 18/05/18, WITH NO UPDATES
2018-03-21TM01APPOINTMENT TERMINATED, DIRECTOR FREDERICK MICHAEL BARTLETT
2018-02-20AAFULL ACCOUNTS MADE UP TO 30/09/17
2017-05-19LATEST SOC19/05/17 STATEMENT OF CAPITAL;GBP 50000
2017-05-19CS01CONFIRMATION STATEMENT MADE ON 18/05/17, WITH UPDATES
2017-02-15AAFULL ACCOUNTS MADE UP TO 30/09/16
2016-05-24LATEST SOC24/05/16 STATEMENT OF CAPITAL;GBP 50000
2016-05-24AR0118/05/16 ANNUAL RETURN FULL LIST
2016-04-27AP01DIRECTOR APPOINTED MR ANDREW MICHAEL BARTLETT
2016-03-15TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT JAMES SIMPSON
2016-02-26AAFULL ACCOUNTS MADE UP TO 30/09/15
2015-06-04LATEST SOC04/06/15 STATEMENT OF CAPITAL;GBP 50000
2015-06-04AR0118/05/15 ANNUAL RETURN FULL LIST
2015-02-25AAFULL ACCOUNTS MADE UP TO 30/09/14
2014-05-21LATEST SOC21/05/14 STATEMENT OF CAPITAL;GBP 50000
2014-05-21AR0118/05/14 ANNUAL RETURN FULL LIST
2014-02-13TM01APPOINTMENT TERMINATED, DIRECTOR PETER HOLT
2013-09-19AP01DIRECTOR APPOINTED MR RICHARD FREDERICK BARTLETT
2013-05-28AR0118/05/13 ANNUAL RETURN FULL LIST
2013-03-05TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT BROWN
2013-01-15TM01APPOINTMENT TERMINATED, DIRECTOR KAREN SPARK
2012-05-25AR0118/05/12 ANNUAL RETURN FULL LIST
2011-07-20TM01APPOINTMENT TERMINATED, DIRECTOR MICHAEL COWELL
2011-06-16CH01Director's details changed for Frederick Michael Bartlett on 2011-06-15
2011-06-15AR0118/05/11 ANNUAL RETURN FULL LIST
2011-01-31AAFULL ACCOUNTS MADE UP TO 30/09/10
2010-10-28AP01DIRECTOR APPOINTED MR DAVID FRANCIS BATES
2010-10-28AP01DIRECTOR APPOINTED MR DAVID MICHAEL WEATHERS
2010-09-20RES15CHANGE OF NAME 03/08/2010
2010-09-20CERTNMCOMPANY NAME CHANGED BARTLETT LIFE & PENSIONS LIMITED CERTIFICATE ISSUED ON 20/09/10
2010-09-13CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2010-06-10AAFULL ACCOUNTS MADE UP TO 30/09/09
2010-05-18AR0118/05/10 FULL LIST
2010-05-18CH01DIRECTOR'S CHANGE OF PARTICULARS / KAREN SPARK / 18/05/2010
2010-05-18CH01DIRECTOR'S CHANGE OF PARTICULARS / MICHAEL THOMAS COWELL / 18/05/2010
2010-05-18CH01DIRECTOR'S CHANGE OF PARTICULARS / ROBERT JAMES SIMPSON / 18/05/2010
2010-05-18CH01DIRECTOR'S CHANGE OF PARTICULARS / ROBERT GRAHAM BROWN / 18/05/2010
2010-03-31TM01APPOINTMENT TERMINATED, DIRECTOR STEPHEN RIDDICK
2010-03-31TM01APPOINTMENT TERMINATED, DIRECTOR STEPHEN RIDDICK
2009-05-21363aRETURN MADE UP TO 18/05/09; FULL LIST OF MEMBERS
2009-03-09AAFULL ACCOUNTS MADE UP TO 30/09/08
2008-12-15288aDIRECTOR APPOINTED PETER ALEXANDER HOLT
2008-05-20363aRETURN MADE UP TO 18/05/08; FULL LIST OF MEMBERS
2008-05-20288cDIRECTOR'S CHANGE OF PARTICULARS / STEPHEN RIDDICK / 01/10/2007
2008-05-20288cDIRECTOR'S CHANGE OF PARTICULARS / MICHAEL COWELL / 01/10/2007
2008-02-21AAFULL ACCOUNTS MADE UP TO 30/09/07
2007-08-28288bDIRECTOR RESIGNED
2007-08-28288bDIRECTOR RESIGNED
2007-07-06288aNEW DIRECTOR APPOINTED
2007-07-06288aNEW DIRECTOR APPOINTED
2007-05-29363aRETURN MADE UP TO 18/05/07; FULL LIST OF MEMBERS
2007-02-15AAFULL ACCOUNTS MADE UP TO 30/09/06
2006-11-23288bDIRECTOR RESIGNED
2006-05-23363aRETURN MADE UP TO 18/05/06; FULL LIST OF MEMBERS
2006-02-22AAFULL ACCOUNTS MADE UP TO 30/09/05
2005-07-27ELRESS386 DISP APP AUDS 13/07/05
2005-07-27ELRESS366A DISP HOLDING AGM 13/07/05
2005-05-25363(288)SECRETARY'S PARTICULARS CHANGED
2005-05-25363sRETURN MADE UP TO 18/05/05; FULL LIST OF MEMBERS
2005-02-14AAFULL ACCOUNTS MADE UP TO 30/09/04
2004-06-14363sRETURN MADE UP TO 18/05/04; FULL LIST OF MEMBERS
2004-06-04288aNEW DIRECTOR APPOINTED
2004-03-24288bDIRECTOR RESIGNED
2004-03-16288aNEW DIRECTOR APPOINTED
2004-03-08AAFULL ACCOUNTS MADE UP TO 30/09/03
2003-05-29363sRETURN MADE UP TO 18/05/03; FULL LIST OF MEMBERS
2003-04-23288aNEW DIRECTOR APPOINTED
2003-04-23288aNEW DIRECTOR APPOINTED
2002-12-31AAFULL ACCOUNTS MADE UP TO 30/09/02
2002-05-23363sRETURN MADE UP TO 18/05/02; FULL LIST OF MEMBERS
2002-01-21AAFULL ACCOUNTS MADE UP TO 30/09/01
2001-05-25363(288)DIRECTOR'S PARTICULARS CHANGED
2001-05-25363sRETURN MADE UP TO 18/05/01; FULL LIST OF MEMBERS
2001-03-21AAFULL ACCOUNTS MADE UP TO 30/09/00
2000-05-23363sRETURN MADE UP TO 18/05/00; FULL LIST OF MEMBERS
2000-03-28AAFULL ACCOUNTS MADE UP TO 30/09/99
Industry Information
SIC/NAIC Codes
65 - Insurance, reinsurance and pension funding, except compulsory social security
651 - Insurance
65110 - Life insurance

65 - Insurance, reinsurance and pension funding, except compulsory social security
652 - Reinsurance
65201 - Life reinsurance



Licences & Regulatory approval
We could not find any licences issued to BARTLETT WEALTH MANAGEMENT LTD or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against BARTLETT WEALTH MANAGEMENT LTD
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
BARTLETT WEALTH MANAGEMENT LTD does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges39.6099
MortgagesNumMortOutstanding38.8299
MortgagesNumMortPartSatisfied0.000
MortgagesNumMortSatisfied0.789

This shows the max and average number of mortgages for companies with the same SIC code of 65110 - Life insurance

Filed Financial Reports
Annual Accounts
2014-09-30
Annual Accounts
2013-09-30
Annual Accounts
2011-09-30
Annual Accounts
2010-09-30
Annual Accounts
2009-09-30

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on BARTLETT WEALTH MANAGEMENT LTD

Intangible Assets
Patents
We have not found any records of BARTLETT WEALTH MANAGEMENT LTD registering or being granted any patents
Domain Names
We do not have the domain name information for BARTLETT WEALTH MANAGEMENT LTD
Trademarks
We have not found any records of BARTLETT WEALTH MANAGEMENT LTD registering or being granted any trademarks
Income
Government Income
We have not found government income sources for BARTLETT WEALTH MANAGEMENT LTD. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (65110 - Life insurance) as BARTLETT WEALTH MANAGEMENT LTD are:

Outgoings
Business Rates/Property Tax
No properties were found where BARTLETT WEALTH MANAGEMENT LTD is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded BARTLETT WEALTH MANAGEMENT LTD any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded BARTLETT WEALTH MANAGEMENT LTD any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode LS18 4RS