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 3 out of 5 stars

I felt that Barrett's was not doing…

I felt that Barrett's was not doing their job ss good as they should do it.I therefor made a small adjustmeant to my account with them

26 October 2023
Bartlett Private Client logo

Reply from Bartlett Private Client

Dear Ray,

Thank you for leaving your feedback with us. We are always looking to improve the service we provide to our clients and would love the opportunity to rectify any areas we fell short on. I will contact you directly for more information.

James Spencer, Head of Private Client

Rated 5 out of 5 stars

Excellent service from start to finish

From the first moment I contacted Bartlett's I was put at ease and Joe was amazing. He listening to my situation and made sure he understood my needs before trying to advise. He offered me multiple options and ways to move forward without any 'hard sell'. He honestly made me feel like he just wanted to do right by me. He laid out clear steps to progressing and went on to contact my previous pension provider and do the 'leg work' for me which again was above and beyond.

Would highly rate this company and Joe in particular as this was excellent service and I will certainly be adding them to my key contacts list.

9 October 2023
Rated 5 out of 5 stars

We have been clients of Bartletts for…

We have been clients of Bartletts for many years. We have always found them professional, helpful and client focussed to ensure that our investments reap the best return. We also have both private health and car insurance cover through Bartletts which again was researched to ensure the best company was found to suit our needs. Our wealth management portfolio is regularly reviewed and we have regular meetings with our Financial Advisor to make sure that any changes to our circumstances or the financial market can be discussed. We would thoroughly recommend Bartletts if you are seeking a professional, forward thinking and friendly company to look after your bests interests.

10 October 2023
Rated 5 out of 5 stars

The Company is always efficient

The Company is always efficient, communicates well and makes sure that all options are explored.
My designated adviser has always been friendly and very helpful. All queries and concerns are addressed very quickly.

11 October 2023
Rated 5 out of 5 stars

EXCELLENT

The advice is clear and precise and the Advisor will answer any of your questions in plain English.

11 October 2023
Rated 5 out of 5 stars

The personal touch

This company is very easily contactable on the telephone without having to listen to multiple options before being put through to someone. Barlett offers a very personal touch with extremely well trained and efficient staff. Yes I would recommend them.

10 October 2023
Rated 5 out of 5 stars

Commendation

Over the many years I have used Bartlett they have always provided a prompt, personal and efficient service. On the odd occasion I have needed to make a claim, they have supported me in a stress free professional manner.

10 October 2023
Rated 5 out of 5 stars

A professional and client-focused broker

A highly professional broker that deals with its clients in a friendly and efficient way. There is always someone available to immediately answer any questions/deal with issues over the phone. This is one of the main advantages of using Bartlett . . . no waiting in a 30-minute queue and being passed around here.

I have fortunately only ever had to make one claim, and this was dealt with to my complete satisfaction. Not the cheapest maybe and renewal premiums have risen noticeably over the last couple of years (the same story elsewhere no doubt), but for peace of mind I will definitely be staying with Bartlett for both my home and car insurance.

2 October 2023
Unprompted review

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