Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Bartlett Group is an independent financial services intermediary with over 80 years of expertise in insurance brokerage, wealth management, and employee benefits. Established in 1940, we serve businesses, charities, and individuals across 40+ countries, combining rigorous analysis with client-centric solutions to mitigate risks and optimise financial outcomes. Recognised as Lloyds and London Market Broker of the Year, we prioritise long-term relationships, ethical standards, and sustainable growth.Our team of specialists delivers tailored advice on corporate risks, trade credit insurance, pensions, and high-value asset protection. With a legacy of excellence, we remain committed to innovation, client trust, and community impact through The Bartlett Group Foundation. Our global presence, spanning offices in Leeds, London, Philadelphia, Hamburg, and Sydney, ensures comprehensive support for diverse client needs.
Services
Insurance Brokerage
Wealth Management
Employee Benefits
Risk Management
Trade Credit Insurance
Pensions Advice
High-Value Asset Protection
Tax Planning
Corporate Risk Assessment
Global Market Access
Details
- Year established: 1940
Highlights and features
- We have over 80 years of experience in financial advisory services.
- Our team combines technical expertise with client-first ethical standards.
- We offer tailored solutions for corporate risks, insurance, and wealth management.
- Recognised as Lloyds and London Market Broker of the Year.
- Global reach with localised expertise across 40+ countries.
Associations and certifications
- Lloyds and London Market Broker of the Year
- Financial Conduct Authority (FCA)
- Financial Times Top 100 UK Advisors
What people say
Exceptional customer service
Knowledgeable staff
Premium savings
Trusted advisor
First class service
Services
Insurance Brokerage
We provide specialist insurance solutions for businesses and individuals, focusing on corporate risks, trade credit, and high-value assets. Our rigorous analysis ensures comprehensive coverage tailored to client needs. With global market access, we secure competitive rates while maintaining policy clarity and client protection.
Wealth Management
Our wealth management services offer strategic advice on pensions, inheritance tax planning, and investment optimisation. We prioritise long-term growth and risk mitigation, delivering customised solutions for private clients. Expertise in navigating market volatility ensures sustained financial security for generations.
Employee Benefits
We design employee benefit packages including healthcare, pensions, and business protection policies. Our approach balances employer cost-efficiency with employee satisfaction, ensuring compliance and competitive advantage. Regular policy reviews adapt to evolving regulatory and market conditions.
Trade Credit Insurance
This service protects businesses against non-payment risks by insuring accounts receivable. We tailor policies to mitigate cash flow disruptions from buyer defaults, enabling secure trade expansion. Expert underwriting ensures coverage aligns with client-specific credit exposures and market dynamics.
Risk Management
Our risk management consultancy identifies and addresses operational, financial, and regulatory threats. We conduct detailed assessments to develop mitigation strategies, focusing on underinsurance prevention and compliance. Proactive solutions enhance business resilience across diverse sectors.
People
Richard Bartlett
Chairman
Richard Bartlett Group leads Bartlett Group with a commitment to client-centric values and sustainable growth. He champions innovation in financial services while maintaining the high standards set by the company's founder. His strategic vision drives global expansion and industry leadership.
Michael Bartlett
Chairman of The Bartlett Foundation
Michael Bartlett Group oversees the Bartlett Group Foundation's philanthropic efforts, focusing on child welfare and education. With decades of experience in financial services, he ensures the foundation's initiatives align with the company's core values of community impact and ethical responsibility.
Penny Rooney
COO/Partner at Killik & Co
Penny Rooney, as Killik & Co's COO, highlights Bartlett Group's exceptional service in client testimonials. Her endorsement underscores the firm's ability to deliver premium savings and tailored financial solutions through rigorous analysis and market expertise.
Questions
What financial services does Bartlett Group Group offer?
We provide insurance brokerage, wealth management, employee benefits, trade credit insurance, and risk management consultancy for businesses and individuals globally.
How does Bartlett Group Group differentiate itself from competitors?
Our 80-year heritage combines technical expertise with client-first ethics. We focus on long-term relationships, rigorous analysis, and tailored solutions rather than generic offerings.
In which regions does Bartlett Group Group operate?
We serve clients across the UK, Europe, North America, and Asia-Pacific from offices in Leeds, London, Manchester, Philadelphia, Hamburg, and Sydney.
What awards has Bartlett Group Group received?
We've been named Lloyds and London Market Broker of the Year and ranked in the Financial Times Top 100 UK Advisors for our industry excellence.
How does Bartlett Group approach risk management?
Our risk management strategy involves detailed analysis of policy wordings, market trends, and client-specific exposures to create proactive mitigation strategies and ensure comprehensive coverage.
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.
