Bartlett Private Client Reviews 149

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.

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.

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.

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.

Team members were extremely helpful and communicated efficiently. I had missed interaction with intelligent humans!

Strongly recommend.

Always helpful and reliable - just what you want where insurance is concerned

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.

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.

Talking to Helen Whitehead annually is something I look forward to. She fixes all our insurance and has done for years.An excellent company.

Very efficient and always proactive in securing competitive quote.

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.

James Spencer was exceptional throughout. I can’t fault Bartlett at all. Informative and reassuring, they inspire confidence and trust. Highly recommend.

Always given constructive, helpful and candid advice from Bartlett's representative. Great support.

Very efficient

Reminder sent out in good time together with initial Documents. Prompt processing of my Payment.

Have been a client for 60 years and have always had excellent service hence my continued support

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.

Alway looked after and I trust to do their best for us

I found Bartlett’s to be very efficient, professional and easy to deal with.