Financial solutions for businesses and individuals
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 in 2021 we were ranked first in the Financial Times Top 100 UK Financial Advisers.
Charting 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. We do this the old-fashioned way, through rigorous analysis and attention to detail. (There are no shortcuts, alas…)
Before they came to us, our clients were facing more unknowns than they imagined – from the implications of patched up, out-of-date policy wording to the real-world performance of esoteric investment products.
If you think you may also be facing too many unknowns, please contact us and we would be delighted to discuss how we could help.
We are approached from time to time by other brokers claiming to offer similar services. I can unreservedly state that no other firm has come close tempting us to leave Bartlett’s. They offer something uncommon: excellence and value for money together
Broadland Properties Ltd
Our decision to appoint Bartlett has been repaid in full! Their customer service is first class and their staff are knowledgeable, responsive and thorough. We are delighted with the programme enhancements and premium savings they achieved for us
Killik & Co
Their attention to policy wordings, a desire to really understand our risks and an ability to secure rate reductions in our premiums, make Bartlett a trusted advisor
Unpredictability is part and parcel of wealth management. But Bartlett’s rigorous approach and objectivity minimises volatility and assures peace of mind