Bartlett & Co Ltd
B&
Financial Advisors
Bartlett & Co Ltd
6 Bevis Marks, London EC3A 7BA
# Bartlett & Co Ltd
Bartlett & Co Ltd is an independent financial services firm based in London's financial district, specialising in bridging information gaps that leave businesses and individuals exposed to financial risk. The firm operates across three core areas: insurance broking, employee benefit solutions, and wealth management with independent financial advice.
The company serves both corporate clients and high-net-worth individuals who require sophisticated financial protection and planning. Their corporate practice addresses risks faced by businesses of all sizes, with particular expertise in financial institutions insurance and trade credit protection. On the individual side, they provide wealth management and independent financial advice to clients seeking to optimise their investments and financial strategy.
What distinguishes Bartlett is their commitment to eliminating ambiguity in financial arrangements. Rather than accepting standard policy wording or off-the-shelf solutions, they conduct rigorous analysis to identify hidden risks and outdated terms that leave clients underprotected or overexposed. This meticulous approach has earned them recognition as Lloyd's and London Broker of the Year (2023) and a ranking in the Financial Times Top 100 UK Advisors (2024).
Their philosophy rejects shortcuts, instead employing traditional standards of detailed due diligence. This approach addresses real client problems—from uncovering problematic policy wording to scrutinising the actual performance of investment products rather than relying on marketing claims.
Bartlett & Co Ltd is an independent financial services firm based in London's financial district, specialising in bridging information gaps that leave businesses and individuals exposed to financial risk. The firm operates across three core areas: insurance broking, employee benefit solutions, and wealth management with independent financial advice.
The company serves both corporate clients and high-net-worth individuals who require sophisticated financial protection and planning. Their corporate practice addresses risks faced by businesses of all sizes, with particular expertise in financial institutions insurance and trade credit protection. On the individual side, they provide wealth management and independent financial advice to clients seeking to optimise their investments and financial strategy.
What distinguishes Bartlett is their commitment to eliminating ambiguity in financial arrangements. Rather than accepting standard policy wording or off-the-shelf solutions, they conduct rigorous analysis to identify hidden risks and outdated terms that leave clients underprotected or overexposed. This meticulous approach has earned them recognition as Lloyd's and London Broker of the Year (2023) and a ranking in the Financial Times Top 100 UK Advisors (2024).
Their philosophy rejects shortcuts, instead employing traditional standards of detailed due diligence. This approach addresses real client problems—from uncovering problematic policy wording to scrutinising the actual performance of investment products rather than relying on marketing claims.
Services offered
Corporate risks insuranceFinancial institutions insuranceTrade credit insuranceEmployee benefits solutionsWealth managementIndependent financial adviceInsurance brokingBusiness protection planning