We help organisations and individuals make better financial decisions across insurance, employee benefits and wealth management.
We’ve designed our business for depth. Being independent allows us to think clearly, act responsibly and invest in relationships that last. Our experts take time to understand the detail, apply their judgement and advise you with clarity and care.
We focus on what’s best for our clients, because that’s who we answer to.
Independent advice that protects your plans and the assets you care about — with clarity, care and long-term focus.
Practical, expert support for your business insurance needs — from everyday cover to more specialist risks.
Employee benefits designed for real impact — joined-up programmes that help your people and your organisation thrive.
We advise a range of investment firms, from traditional long-only equity to multi-strategy hedge fund managers with expert-led insurance and a joined-up approach to employee benefits.
Testimonials
Bartlett has been a trusted, long-term partner for A J Bell. They invest the time to understand our business, offering strategic, well-considered advice that reflects both technical expertise and commercial awareness.
That combination has delivered meaningful improvements to our cover and efficiencies for our business over the years.
Over the years Bartlett have consistently shown creativity and intelligence in their analysis and placing of our insurance programme. They are not afraid to go the extra mile to obtain the best coverage and price. Easy to deal with, proactive and professional, Bartlett are a quality broker.
Bartlett’s value for me has been in looking beyond traditional retirement planning and understanding the realities of running a business. They’ve taken the time to understand how my business and personal finances interact and have offered clear, proportionate advice I trust.
They’ve helped me make decisions that balance risk, resilience and long-term goals. The advice feels considered and tailored, not generic. It’s been reassuring to work with advisers who look at the whole picture.
Bartlett consistently go above and beyond to provide exemplary service to Flexjet. Their deep industry knowledge, dedication to customer service, and ability to effectively communicate complex concepts make them an invaluable partner to our company.
Bartlett stands out by taking the time to understand the risks they present to underwriters. Their team combines deep expertise with a personable approach – a fantastic combination that makes Bartlett an outstanding broker.
We find Bartlett’s approach to be thorough, commercial, and highly effective. Their proactive approach helps address underwriter concerns early, supports broader coverage, and avoids unnecessary exclusions or inflated pricing.
We have worked with Bartlett Credit for many years now, and they have become a valuable extension of our credit management team. What sets them apart is their knowledgeable guidance that allows us to make the confident decisions for our business.
If you are looking for a broker that combines technical expertise with genuine strategic support, I cannot recommend them highly enough.
Bartlett’s strength is challenging the status quo. This ensures our benefits offering continues to meet the needs of our employees and delivers the maximum value.
Our relationship with Bartletts spans for over a decade and during this time they have helped us understand the complexities of wealth management and provided the peace of mind that our financial future is in safe hands.
Our adviser has always prioritised understanding what is most important to us and has worked with us to develop a plan to achieve our goals, giving us the confidence to pass wealth to our loved ones at the right time and ensuring we are able to enjoy the retirement we have always hoped for
From our first meeting, Bartlett have taken the time to get to know our business and risks. Their approach has saved us time and achieved real cost reductions, while increasing our levels of cover across the board.
Bartlett staff are professional, proactive and responsive – presentations come with clear recommendations and reasoning and instructions are acted on swiftly. We have no hesitation in recommending Bartlett as a first-class broker.
We look for people who value expertise, integrity and long-term relationships as much as we do.
