Bartlett Private Client Opiniones 

149
TrustScore: 5 sobre 5

4,8

Aunque no verificamos reclamaciones concretas porque las opiniones son propiedad de sus autores, es posible que marquemos las opiniones como «verificadas» si podemos confirmar que ha tenido lugar una interacción con la empresa. Más información

Para proteger la integridad de la plataforma, nuestro software automatizado disponible las 24 horas examina todas las opiniones en nuestra plataforma, tanto si están verificadas como si no. Esta tecnología está diseñada para identificar y eliminar contenido que incumpla nuestras directrices, incluidas las opiniones que no están basadas en una experiencia real. Sabemos que es posible que no detectemos todo pero puedes denunciar lo que pienses que se nos haya escapado. Más información

Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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

Valorada con 5 estrellas sobre 5

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... Ver más

Valorada con 4 estrellas sobre 5

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... Ver más

Valorada con 5 estrellas sobre 5

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... Ver más

Información sobre la empresa

  1. Corredor de seguros
  2. Planificador financiero

Escrito por la empresa

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.


Información de contacto

4,8

Excelente

TrustScore: 5 sobre 5

149 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

No consta que haya invitado a opinar recientemente

Esta empresa no ha enviado invitaciones a sus clientes recientemente, por lo que es posible que las opiniones no sean representativas

Así usa esta empresa Trustpilot

Descubre cómo se obtienen, puntúan y moderan sus opiniones y valoraciones.

4,8

Todas las opiniones

(149)

2 opiniones en los últimos 12 meses

Escribir una opinión
Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

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.

28 de noviembre de 2023
Valorada con 5 estrellas sobre 5

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.

8 de octubre de 2023
Valorada con 5 estrellas sobre 5

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.

28 de noviembre de 2023
Valorada con 5 estrellas sobre 5

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.

28 de julio de 2023
Valorada con 5 estrellas sobre 5

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.

28 de noviembre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

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.

22 de noviembre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

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.

2 de noviembre de 2023
Valorada con 5 estrellas sobre 5

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.

11 de octubre de 2023

La experiencia Trustpilot

Cualquiera puede escribir una reseña en Trustpilot. El autor de la opinión tiene derecho a editarla o eliminarla en cualquier momento y solo se mostrará mientras su cuenta esté activa.

Trabajamos con especialistas y tecnología avanzada para salvaguardar nuestra plataforma. Descubre cómo combatimos las reseñas falsas.

Más información sobre el proceso de revisión de Trustpilot.

8 consejos para escribir buenas reseñas.

La verificación puede ayudar a garantizar que sean personas reales las que escriben opiniones que aparecen en Trustpilot.

Ofrecer incentivos a cambio de opiniones o pedirlas de forma selectiva puede sesgar el TrustScore, lo que contraviene nuestras directrices.

Leer más