BARTLETT GROUP LIMITED

• ◆

  1 PSC ceased in last 24 months

  Significant control changed hands — see the Ownership section.

1. BARTLETT GROUP LIMITED 2021-06-25 → present
2. BARTLETT GROUP (HOLDINGS) LIMITED 1996-10-01 → 2021-06-25
3. BARTLETT GROUP LIMITED 1996-09-10 → 1996-10-01
4. BARTLETT GROUP LIMITED 1984-05-03 → 1996-09-10
5. BARTLETT INSURANCE BROKERS GROUP LIMITED 1980-12-31 → 1984-05-03
6. BARTLETT & CO. (HOLDINGS) LIMITED 1969-01-01 → 1980-12-31

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

FRS 102

Reporting scope

Consolidated group

Auditor

Forvis Mazars LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The Group's forecasts and projections show that the Group should trade profitably in future years. In particular, the Group has a significant level of financial resources, and has no bank debt or other financial liability with any restrictive or financial covenant. It also has long established relationships with a large number of clients, advisers and insurance underwriters across a diverse geographical area with no significant credit risk exposure to any single counterparty. As a consequence, the Directors believe that the Group is well placed in its sector to manage its business risks successfully, to have the expectation that the Group has adequate resources to continue trading successfully, and to fully comply with its regulatory requirements for the forthcoming future. Consequently, the Directors continue to adopt the going concern basis in preparing these financial statements.”

Group structure

1. BARTLETT GROUP LIMITED · parent
   1. Bartlett Group Subsidiaries Limited 100% · England and Wales · Intermediate holding company
   2. Bartlett & Company Limited 100% · England and Wales · Insurance broking
   3. Bartlett Wealth Management Limited 100% · England and Wales · Life assurance, investment and pension broking; actuarial services
   4. Bartlett & Company Inc. 100% · USA · Insurance broking
   5. Bartlett & Company GmbH 100% · Germany · Insurance broking
   6. Bartlett Asia Limited 100% · Hong Kong · Insurance broking
   7. Sunbridge Finance Limited 100% · England and Wales · Finance company - non-trading
   8. Bartlett Trustee Limited 100% · England and Wales · Trustee company acting for company pension schemes
   9. Bartlett Insurance Brokers Pty Limited 100% · Australia · Insurance broking
   10. MPR Underwriting Limited 60% · England and Wales · Insurance broking

Significant events

• “On 21 February 2025 Bartlett Asia Limited was deregistered and accordingly dissolved.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

2

last 12 months

Capital events

0

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  +7.8%

  £17,870,000 → £19,264,000

• Cash

  +16.1%

  £12,316,000 → £14,297,000

• Net assets

  +2.3%

  £16,359,000 → £16,735,000

• Employees

  +10.2%

  147 → 162

• Operating profit

  -36.6%

  £1,712,000 → £1,086,000

• Profit before tax

  -29.8%

  £2,267,000 → £1,592,000

• Wages

  +14.8%

  £9,750,000 → £11,191,000

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers