From the first moment I contacted Bartlett's I was put at ease and Joe was amazing. He listening to my situation and made sure he understood my needs before trying to advise. He offered me multiple options and ways to move forward without any 'hard sell'. He honestly made me feel like he just wanted to do right by me. He laid out clear steps to progressing and went on to contact my previous pension provider and do the 'leg work' for me which again was above and beyond. Would highly rate this company and Joe in particular as this was excellent service and I will certainly be adding them to my key contacts list.

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.

I first started using Bartletts in 2011 and it has always been a pleasure to meet David & lately Laura at our yearly review meetings (even over Zoom during Covid lock downs!). Like most people of recent times, I ended up with a few pension policies/funds, deposited in various schemes. Over the past 12 years I have received invaluable and honest advice from David, & Laura, whilst discussing pension costs and benefits of these various pension funds. I am now coming up to retirement age, and over the past 4 years their financial advice has now helped me consolidate all of my pension funds, into using the Quilter Investment platform. My experience of the Financial Services Industry, up until using Bartletts, has always been blighted by a lack of transparency and how pension fund managers value their policies/funds. The Quilter platform gives me an online account, which I can view on my pc or mobile app. Instead of being bombarded with paper work for even the smallest transaction...

Great customer service and advise