Thomas Bartlett

Thomas Bartlett

Ascot Lloyd

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Bath
View location
Top Rated 2026
Verified since: December, 2024
4.6 out of 5

130 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 January 2026

    Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 October 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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  • Transparent Fees

    Thomas has provided information on their typical fees

    Thomas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Thomas

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 7 first impressions)

Hi, I'm Tom Bartlett a financial planner at Ascot Lloyd, offering holistic financial planning across the southwest region. With over 10 years of experience in the financial services sector, I take pride in offering tailored advice to help my clients make informed decisions and achieve their financial ambitions. My particular areas of interest are investments, pensions both pre and post-retirement, and inheritance tax planning, with a strong focus on helping clients create financial security for the future. Whether you’re looking to grow your wealth, safeguard your assets, or plan for the next generation, I’ll work closely with you to develop a comprehensive, personalised plan. I believe the key to being a good adviser is having a reasonable level of technical knowledge but, more importantly, the ability to listen and connect with what really matters to clients. It is an amazing privilege and responsibility knowing so much about a client’s private affairs, their hopes and fears and helping them plan for the future. Outside of work, I love to spend time with my family and sport, be it watching or taking part. If you’re ready to take the next step in achieving your financial goals, please feel free to get in touch.