0330 038 8942
Based in Bath
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 13 December 2024
24
Recent Client Reviews
Verified reviews: 100%
Restricted Financial Adviser
Last checked: 16 September 2024
2
Qualifications Uploaded
2 qualification certificates available to view
Transparent Fees
Fees not yet added
I started my career in financial planning at a large UK High Street Bank in 2008, having previously worked within the recruitment and property industries. After a long and successful career with the bank, myself and my business partner, Sarah, stepped away from the corporate world and partnered with Quilter to form Barlow & Bartlett Wealth Management in 2022. We believe that the key to giving good financial advice is not just about have excellent knowledge and experience, but more importantly we centre our approach around truly getting to know all of our clients to enable us to provide advice tailored to each individual’s needs and circumstances. We try to keep things simple and easy for clients to understand. Our service is based upon having long term relationships with clients, and alongside Sarah, we offer a unique relationship led journey. By really listening to what our clients are saying, it means that we’re able to quickly understand what is important to them and plan for this over weeks, months and often years. We don’t believe that financial planning is something that can be rushed and we always maintain a relationship with clients following any work that we do. Many of our clients share the same concerns, often around becoming more tax efficient, planning for their retirements or leaving a legacy to their loved ones. We also spend a lot of time discussing ways of preserving and protecting the wealth that our clients have worked so hard for over the years. I love work and helping clients but when I do get some spare time, I will usually be spending it with my wife, daughters and granddaughters, not forgetting my dog Maisie! Myself and my business partner are also passionate about helping young people to get the best possible support to kick start their careers and are involved with our local college and Bath based charity to share our knowledge and expertise around running a business, managing finances and careers in financial services. Approver: Quilter Financial Services Ltd. 27/03/2024 The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Offers available through VouchedFor
Contact Rupert through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£375,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rupert's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous advisor is retiring soon and Rupert was recommended
How has Rupert Barlow helped you?
please read above
Have you seen the outcome you were hoping for?
The market seems a little slow at the moment, not as i'm a expert far from it but hopefully in time things should improve
What could they have done better?
Brought Port and champagne round
Rupert:
Thanks so much for taking the time to complete the survey and valuable feedback - we will keep the champagne and port in mind!Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband, Peter, and I had sums of money, small and large, invested across various accounts in many financial institutions. We wanted advice on how to invest it safely, yet secure a decent return on our savings. Peter, took care of the finances. Sadly, he died some years ago and after his death, Rupert proved to be a tower of strength and good advice. He is very sympatico, has great reserves of patience and good humour and has the client's best interests at heart. I suppose the bottom line is, is he making me money? Yes! Thank you, Rupert!
How has Rupert Barlow helped you?
See above!
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
I don't know,
Rupert:
Thank you so much for your lovely comments, it's our pleasure to work with you and we're so pleased that we have been able to help over the years.Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
financial security
How has Rupert Barlow helped you?
yes
Have you seen the outcome you were hoping for?
in progress
What could they have done better?
nothing so far
Rupert:
Thank you for taking the time to complete the survey and for your kind comments. We look forward to working with you over the coming years.Review
by a verified client in Bristol
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Became Widowed. Needed financial advice for myself and children’s future.
How has Rupert Barlow helped you?
He has helped me with investments, life insurance, Trust funds, pension advice.
Have you seen the outcome you were hoping for?
Yes, unfortunately the stock market in the last couple of years have made an impact on my investment’s, which has not been great but since I’ve switched to Quilter they have been on the up. Pleased with my bonds that Rupert advised they have grown nicely, also my life insurance cover is much better.
Rupert:
Thank you so much for taking the time to provide invaluable feedback. It's been a pleasure to be able to help you.Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial advisor is retiring so I had to change, my advisor recommended Rupert
How has Rupert Barlow helped you?
Rupert arranged all the transactions of my savings. I don’t have a clue about investment so I trust him to do a good job.
Have you seen the outcome you were hoping for?
Early days but everything seems in order.
What could they have done better?
Nothing Rupert and Sarah did a great job.
Rupert:
Thanks so much for your lovely comments and for taking the time to complete the survey. We look forward to working with you over the coming years.VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.