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Additional information |
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Bartlett Wealth Management Ltd |
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Overview:
Bartlett is a leading firm, offering business insurance, risk management, personal insurance and independent financial advice.
Whether you are a business or an individual, we will give you the personal attention and advice you deserve.
Established in 1940, our progress has been achieved through a deliberate strategy of steady and consistent organic growth. This has enabled us to retain our independence, our professionalism and our focus, and to deliver a consistently outstanding level of service.
Our people are recognised specialists in the major disciplines and represent our added value to you, the client.
We are very proud of our roots and for over 70 years have remained a true family business which gives us the independence many of our competitors lack.
We are technically skilled with innovative approaches in the following areas:
Services for Business:
Business Insurance
International Business Insurance
Risk Management Solutions
Trade Credit Insurance
Investment Management Insurance
Employee Benefits
Autoenrolment
Actuarial Services
Services for Individuals:
Pension Advice
Investment Advice
SIPP Advice
Personal Pension Plans
Life & Health Insurance
High Value Home Insurance
Private Client Insurance |
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History:
The firm was founded in December 1940 by Fred Bartlett in Bradford. In those early years, when the office staff comprised of just himself and one secretary, Fred Bartlett showed remarkable tenacity and inventiveness in finding and securing new business.
After more than 25 years in Bradford, the business moved in 1967 to the neighbouring city of Leeds, following the purchase of Broadway Hall. Originally a residence built 200 years ago for a local surgeon, this imposing building has been substantially altered and extended to become the modern head office accommodation it is today.
In more recent times, the firm has successfully developed overseas, and now has offices in USA, France, Germany, Holland, China and Uganda, with a network of professional associates in thirty more territories around the world.
Bartlett Timeline
1940 – Bartlett & Co Ltd established in Bradford
1965 – Bartlett Life & Pensions established (now Bartlett Wealth Management Ltd)
1967 – Bartlett Group moves to Leeds
1997 – Bartlett & Company Inc established in Philadelphia, USA
1998 – Bartlett & Co. GmbH established in Hamburg, Germany
2001 – Bartlett Asia Ltd established in Hong Kong, China
2003 – Bartlett Group acquires Yorkshire-based Insurance Broker and Financial Adviser Sugden Rodgers, established in 1907
– Bartlett Nederland BV established in Amsterdam, Netherlands
2005 – Bartlett opens office in London
2007 – Bartlett France SARL established in Paris, France
– Bartlett & Company Ltd awarded CII Chartered Broker Status
2010 – Bartlett Africa Ltd established in Kampala, Uganda
2011 – Bartlett & Co Ltd named Chartered Broker of the Year at the UK Broker Awards
– Bartlett & Co named Commercial Lines Intermediary of the Year at the UK Broker Awards
– Bartlett & Co Inc win in the national NU/AA&B Commercial Agency Awards for Excellence
2012 – Bartlett & Company Ltd becomes a registered Lloyd's Broker
– Bartlett Insurance Brokers Pty Ltd established in Sydney, Australia
– Bartlett & Company Ltd win 'Broker of the Year' at the British Insurance Awards
– Bartlett & Company Ltd win 'Intermediary of the Year' at the UK Broker Awards
2013 - Bartlett Wealth Management Ltd awarded CII Chartered Financial Planner Status |
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