Business Details
50+ Years
experience
Your Trusted Partner for Financial Solutions
Established in 1940, Bartlett Group has evolved from a small insurance brokerage into a globally recognised financial services intermediary. Our 85-year heritage is built on rigorous analysis, client-centric service, and a commitment to eliminating financial uncertainties. With operations across 40+ countries, we combine deep technical expertise with a long-term focus to deliver tailored solutions for businesses, charities, and private clients. Recognised as Lloyd's & London Broker of the Year (2023) and ranked in the Financial Times Top 100 UK Advisers (2024), our team of specialists brings unparalleled market knowledge to every engagement.We maintain our founder's ethos of excellence through continuous innovation while preserving the personal relationships that define our service. Our regulatory compliance with the Financial Conduct Authority and global presence through offices in Leeds, London, Manchester, Philadelphia, Hamburg, and Sydney ensure we meet clients' needs wherever they operate.
Services
Insurance Broking
Wealth Management
Employee Benefits
Risk Management
Tax Planning
Trade Credit Insurance
Corporate Risks
Private Client Insurance
Financial Advice
Global Market Solutions
Details
- Year established: 1940
Highlights and features
- We have over 80 years of experience in financial services
- Our team holds specialist expertise in global insurance markets
- We maintain a client retention rate of 97% through tailored solutions
- Our multi-award-winning status reflects industry-leading service standards
- We operate in 40+ countries with local market expertise
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
First class customer service
Knowledgeable staff
Premium savings achieved
Trusted advisor status
Global market expertise
Services
Insurance Broking
We provide specialist insurance solutions for businesses and individuals. Our brokers negotiate optimal coverage terms across global markets while maintaining rigorous policy analysis. Clients benefit from our deep industry relationships and claims advocacy, ensuring comprehensive protection against evolving risks.
Wealth Management
Our wealth management services combine investment strategy with inheritance tax planning. We create tailored portfolios aligned with clients' long-term objectives while maintaining regulatory compliance. The team provides ongoing portfolio reviews and market analysis to optimise returns.
Employee Benefits
We design comprehensive employee benefit packages including healthcare and pension solutions. Our consultants ensure compliance with evolving regulations while optimising cost-efficiency for employers. The service includes mandatory payrolling implementation support and benefits communication strategies.
Risk Management
Our risk consultants identify and mitigate commercial exposures through technical analysis. Services include underinsurance assessments, trade credit insurance, and corporate risk frameworks. We implement proactive strategies to protect business continuity against emerging threats.
Global Market Solutions
We facilitate cross-border financial solutions through our international network. Services include multi-jurisdictional insurance placement, currency risk management, and global compliance advisory. Our local market expertise ensures seamless execution across 40+ countries.
Questions
What financial services does Bartlett Group offer?
We provide insurance broking, wealth management, employee benefits, risk management, and global market solutions for businesses and private clients.
How does Bartlett Group differentiate itself from other financial advisors?
Our 85-year heritage combines rigorous analysis with client-first service, supported by global market expertise and a 97% client retention rate.
In which countries does Bartlett Group operate?
We serve clients across 40+ countries through offices in the UK, USA, Germany, and Australia, with specialist knowledge of local markets.
What accreditations does Bartlett Group hold?
We are authorised and regulated by the Financial Conduct Authority (FCA) and maintain industry-leading compliance standards.
How does Bartlett Group handle underinsurance risks?
Our risk consultants conduct regular policy reviews and market valuations to ensure adequate coverage against inflationary pressures and evolving business needs.
Reviews (1)
Jon Mitcheson
Aug 07, 2020
Report
Highly recommended. My family's needs were met and the attention to detail has been exceptional. The whole team have been friendly, courteous and personal and we are delighted with the advice and service we have received. No need to go anywhere else.
