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We are independent specialists creating bespoke financial solutions for both businesses and individuals. At Bartlett, we broker insurance as well as offering employee benefit solutions, wealth management and independent financial advice. We focus on markets that are crippled by imperfect information – in other words, markets where there are simply too many unknowns for comfort.
Charting the unknown
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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Before they came to us, our clients were facing more unknowns than they imagined – from the implications of patched up, out-of-date policy wording to the real-world performance of esoteric investment products.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.
I'M LOOKING FOR:
Employee Benefits and Business Protection
I'M LOOKING FOR:
Personal wealth management and insurance
Unpredictability is part and parcel of wealth management. But Bartlett’s rigorous approach and objectivity minimises volatility and assures peace of mind
Paul Talbot, Private Client
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
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
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