Bartlett & Company holds Chartered Broker Status

1. Bartlett & Company Ltd
Gold Standard
CII Chartered Status
Why should you use a firm Bartlett has always maintained an outstanding
of Chartered Insurance level of integrity and professionalism, and in
Brokers? 2008 we were officially recognised for this by
Chartered status brings with
being awarded the prestigious title ‘Chartered
it serious obligations. We are Insurance Brokers’ by the Chartered Insurance
required to ensure the Institute (CII).
advice, service and ongoing
Chartered status is the industry’s gold standard for insurance
support we provide to you is:
brokers and is currently held by fewer than 100 firms across
• Of the highest quality the country.
• Based solely on your How we meet our obligations
researched needs • A commitment to the technical and professional
• Provided by someone development of staff, such as through professional
operating within their qualifications.
level of competency. • Staff have acquired and retain the necessary knowledge
and skills to deliver the highest quality advice. They must
‘A chartered title is a also work in an ethical manner that places clients’
interests at the heart of the advice they give.
commitment to an
overall standard of • We adhere to the CII’s continuing professional
customer excellence and development requirements, ensuring that our staff keep
professionalism.’ their knowledge and skill-set up-to-date. Chartered
(CII website) status helps us attract the best staff, which ultimately
benefits our clients.
GS01 www.bartlettgroup.com

2. Gold Standard
Bartlett in Brief . . . About the CII
As the premier body for the global insurance and financial
Established in 1940, our
services profession, the Chartered Insurance Institute
progress has been achieved
through a deliberate strategy
promotes higher standards of integrity, technical
of steady and consistent competence and business capability.
organic growth, based on the
With over 95,000 members in more than 150 countries, the
quality of our people and the
CII is the world’s largest professional body dedicated to
trust placed in them by
insurance and financial services.
business and private clients
alike.
The Bartlett Group has its
headquarters in Leeds, and
offices in London, the United
States, Continental Europe
Contact us
and Hong Kong.
The Group’s success and
reputation in insurance Bartlett has earned a reputation for outstanding customer
broking, risk management service since the firm was established over 70 years ago. To
and financial services has
find our more about us, please visit our website or contact
been achieved by consistently
us:
delivering an outstanding
level of service – one that
T: 0845 605 4155
now seems all too rare in
today’s call-centre culture. F: 0113 258 5081
Email: mail@bartlettgroup.com
We are dedicated to the
highest levels of
customer advice, service
and ongoing support UK (Leeds) UK (London)
Broadway Hall, Horsforth 65 Leadenhall Street
through a commitment
Leeds LS18 4RS London EC3A 2AD
to standards of technical United Kingdom United Kingdom
and ethical excellence. T: 0113 258 5711 T: 0207 680 6310
F: 0113 258 5081 F: 0207 680 6313
Bartlett is a trading style of Bartlett & Company Ltd, which is authorised and regulated by the
Financial Services Authority (FSA). Please note that some of our risk management services are
not regulated by the FSA.