Bartlett are independent specialists creating financial solutions for both businesses and individuals. We broker insurance as well as offering employee benefit solutions, wealth management and independent financial advice. Recognised for our quality, in 2020 we were named as UK Broker of the Year, Commercial Lines Broker of the Year and ranked second in the Financial Times Top 100 UK Financial Advisers.
In insurance and wealth management, the unknown is dangerous. It inflates the costs of policies, reduces coverage to unacceptable levels, and encourages investors to take needless risks with their money. It makes for poor advice and poor value. At Bartlett we believe that the best way to protect our clients is to cut away the unknown.
In insurance and wealth management, the unknown is dangerous. It inflates the costs of policies, reduces coverage to unacceptable levels, and encourages investors to take needless risks with their money. It makes for poor advice and poor value. At Bartlett we believe that the best way to protect our clients is to cut away the unknown.
Services
We're international, but our employees number in their hundreds, not the thousands of our competitors. And Bartlett is still proudly independent after more than 75 years. Yet in 2020, Bartlett was named as UK Broker of the Year, Commercial Lines Broker of the Year and ranked second in the Financial Times Top 100 UK Advisers.
Many of our private clients came to us because they were impressed by the personalised, diligent service they had seen from Bartlett as corporate clients. But they often benefitted in more tangible ways. When we reviewed their personal insurance arrangements, some were facing more unknowns than they imagined.
More than 55 years ago, some of our business clients began asking whether we could manage their private portfolios with the same rigour and independence we brought to their corporate accounts. It turned out that we could. Today, our advice covers private assets in excess of 250m and in 2020 Bartlett Wealth Management ranked second in the Financial Times Top 100 UK Financial Advisers.
We act for businesses and charities in over 40 countries - from regional manufacturing firms to large publicly-listed multinationals. Our 10 largest clients have been with us for a combined total of 270 years. And in 2020 Bartlett was named as UK Broker of the Year and Commercial Lines Broker of the Year.
We design bespoke benefit and protection packages that cover all the bases, from pensions (including auto-enrolment setup and maintenance) to healthcare. Bartlett's solutions help our clients attract and retain the best talent, and ensure that they meet increasingly complicated regulatory requirements.
Reviews (1)
Jon Mitcheson
Aug 07, 2020
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