Bartlett Private Client Reviews 149

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Made a mistake and put this company down and I would like to apologise for my mistake..this company is brilliant..again my apologies and and review deleted

Rated 5 out of 5 stars

Bartlett made the whole process seamless from start to finish. Their guidance was not only clear and informative but also incredibly reassuring, giving me real peace of mind at every stage. What reall... See more

Rated 4 out of 5 stars

Have never had any problems and when I have needed to claim ,twice in twenty plus years the process has been relatively trouble free. Would recommend and despite not giving top marks, I never do for a... See more

Rated 5 out of 5 stars

I have used Bartlett for our house insurance for almost 40 years, first in London and in the last 18 years in East Surrey. We had two major claims while in London and three minor claims while here. Ba... See more

Company details

  1. Insurance Broker
  2. Financial Planner

Written by the company

Bartlett Private Client's roots go back to 1940 when Bartlett & Co. Bradford's newest and (smallest) insurance broker was established. Today, over eight decades on and with offices in Leeds, London & Manchester, we have become one of the most respected Wealth Managers and Insurance Advisors to Private Clients across the UK. In 2021, we were honoured with the prestigious title of the number one Financial Adviser in the UK by FT Adviser, a part of the Financial Times. And in 2023, we were named as Lloyd’s and London Marker broker of the Year at the British Insurance Awards. The business is proudly managed by the Third Generation of Bartletts, overseeing investments in excess of £300m and insuring assets for over 1,000 clients.


Contact info

4.8

Excellent

TrustScore 5 out of 5

149 reviews

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Rated 5 out of 5 stars

I have been a client with Bartletts for…

I have been a client with Bartletts for many years, initially as a professional cricketer when Bartletts advised players and staff on pensions etc. I have continued to stay with them to help me and my wife manage our finances and savings for our retirement. I have always found them extremely professional, helpful and ensuring that our funds are invested for the best return or the best interest rate to maximise our income. We meet regularly with our financial adviser who is always well prepared and able to talk us through things in a way in which we can understand! We are both extremely confident with the help and support we receive. Nothing is too much trouble. I also have my car and private health insurance with Bartletts who sourced me good rates on both. I would thoroughly recommend Bartletts if you are looking for someone to manage your finances and who have your best interests at heart.

November 28, 2023
Rated 5 out of 5 stars

Our experience is a positive one

Our experience is a positive one. Over years and years being with the company, we are so grateful to have the skills, knowledge and expertise from the team.

The team are amazing. So polite, professional, caring, helpful and supportive. Thank you so much to you all.

October 8, 2023
Rated 5 out of 5 stars

Would recommend

Been with this company more years than I care to remember. I would not go back to do business if I was unhappy. I have always found them to be very efficient in finding good deals for me and on the occasion of an accident with my vehicle, dealt with the claim on my behalf. This saved me an inordinate amount of stress for which I am very thankful. All paperwork is dealt with quickly and they are always available on the phone. A model of good practice in my opinion. I can only speak as I find.

November 28, 2023
Rated 5 out of 5 stars

Patient staff

Easy to get good quotes and the staff are happy to take time to reassure clients about what to do in case of emergencies - no matter how many times I double and triple check which numbers to call for breakdowns versus accidents.

July 28, 2023
Rated 5 out of 5 stars

I have had a great service from…

I have had a great service from Bartletts and in particular would like to thank James Spencer and his colleagues. They are very prompt, professional and reassuring, happy to help and easy to deal with.

November 28, 2023
Unprompted review
Rated 5 out of 5 stars

Highly recommended broker who works on…

Highly recommended broker who works on having close relationships with their client and doesn't just provide a conveyor belt service.
Easy to work with and always on top of our portfolio and ensuring we are appropriately covered with any issues taken care of.

November 22, 2023
Unprompted review
Rated 5 out of 5 stars

Private Insurance Renewal

Great individuals to deal with and a cohesive team. They find solutions and you feel like they are working hard on your behalf to achieve the best insurance in the market place which is bespoke to your needs, whilst also delivering for the most attractive value. I will be using them for the next renewal for sure. James Spencer was an excellent client liaison during the process.

November 2, 2023
Rated 5 out of 5 stars

Peace of mind

Peace of mind: Proactive, knowledgeable professional and successful financial management services year after year, with friendly welcoming and patient manner when answering my questions, even when my queries must surely seem so basic. Also regular updates on my accounts, I don't have to chase. I know my funds are in well managed.

October 11, 2023

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