Bartlett Group - Leeds

Introduction to Bartlett Group

For individuals and businesses seeking comprehensive financial and insurance solutions, Bartlett Group stands as a respected and established firm. Located at Broadway Hall, Broadway, Horsforth, Leeds LS18 4RS, United Kingdom, and reachable at Phone: 1132585711, the company offers a diverse range of services designed to protect and grow assets. Their website, Website: bartlettgroup.com, provides detailed information about their offerings and team.

Specialties and Services Offered

Bartlett Group operates as a multifaceted organization, specializing in several key areas. Primarily, they function as a highly skilled Insurance broker, assisting clients in navigating the complexities of various insurance policies – from personal lines to commercial coverage. Furthermore, they provide valuable Financial consulting, offering strategic advice on investments, retirement planning, and overall financial well-being. As a robust Insurance agency, they facilitate the acquisition of insurance solutions tailored to specific needs. Finally, they extend their expertise to include crucial Legal services, ensuring clients’ legal needs are met alongside their financial and insurance requirements. This integrated approach allows Bartlett Group to deliver holistic support to its clientele.

Location and Accessibility

The firm’s physical address at Broadway Hall is strategically located in Horsforth, Leeds. It’s a well-established business address within a vibrant commercial area. Clients can expect a professional and welcoming environment upon visiting. Wheelchair-accessible car park and wheelchair-accessible entrance facilities are available, demonstrating a commitment to inclusivity and ease of access for all. Appointments are required, showcasing a dedication to personalized attention and ensuring clients receive the focused support they deserve. The location itself is easily accessible, contributing to a positive client experience.

Client Feedback and Reputation

Bartlett Group has garnered a consistently positive reputation amongst its clients. Based on publicly available reviews, particularly on Google My Business, the company boasts an impressive Average opinion: 5/5 rating, reflecting a high level of client satisfaction. This strong feedback suggests a core commitment to delivering exceptional service. The reviews frequently highlight the company’s approachable and knowledgeable staff. One review, for instance, noted a finding of the firm through an article in the Financial Times, which ranks them as number 1. Clients appreciate the clarity of communication and the thoughtful, strategic approach adopted by the team. Several individuals specifically praised the down-to-earth advice offered, emphasizing its effectiveness.

Detailed Insights and Key Strengths

The team at Bartlett Group are characterized by their dedication to building long-term relationships with clients. They prioritize understanding each individual's unique circumstances and tailoring solutions accordingly. The emphasis on detail, as mentioned in multiple reviews, indicates a meticulous approach to risk assessment and policy selection. The reported effectiveness of the strategies proposed suggests a deep understanding of the financial landscape and a proactive approach to client protection. The friendly and courteous demeanor of the team further contributes to a positive client experience. The fact that clients often describe Bartlett Group as ‘go-to’ or ‘the only place they need to go’ speaks volumes about their comprehensive service offering and commitment to client needs. The firm’s ability to meet the needs of a family, as highlighted in one review, demonstrates their breadth of experience and adaptability. The identification theft review specifically underlines the importance of security and protection within their service offerings.

Contact Information and Resources

To contact Bartlett Group, clients can utilize the provided telephone number: Phone: 1132585711. Alternatively, they can explore their website at Website: bartlettgroup.com for comprehensive information on their services, team members, and contact details. The company’s commitment to accessibility, as evidenced by the wheelchair-accessible facilities, reflects a dedication to serving a diverse clientele. Remember to schedule an appointment for personalized consultation.

👍 Reviews of Bartlett Group

Shannen G.

5/5

Found the Bartlett Group through an article in the FT (number 1 ranked)
Scheduled a call with Jonathan Allen and was very impressed, great advice, clear communication, reasonable costs and excellent strategy proposed.
Couldn't recommend higher for down to earth & effective advice, thank you!
Charlie Cousens

Jon M.

5/5

Highly recommended. My family's needs were met and the attention to detail has been exceptional. The whole team have been friendly, courteous and personal and we are delighted with the advice and service we have received. No need to go anywhere else.

kai P.

5/5

5 stars for identify theft xx

Janette O.

5/5

Graham H.

5/5