Episode notes
We delve into Bartlett Group, a third-generation family business based in Leeds, UK, who have been independent specialists creating financial solutions for both businesses and individuals since 1940.
Takeaways from the episode
Family values have ran through the three generations and they have understood the importance of being present and working even harder because of the family name they carry.
Bartlett Group Business Overview
Family run since 1940, Bartlett Group are leading providers of insurance, brokerage, financial advice and employee benefits. Recognised for their quality, in 2020 they were named as UK Broker of the Year, Commercial Lines Broker of the Year and in 2021 they were ranked first in the Financial Times Top 100 UK Financial Advisers.
Keywords
family business