BARTLETT GROUP LIMITED
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Cash
£17M
+20% highest in 3 filed years
Net assets
£18M
+7.1% highest in 3 filed years
Employees
169
+4.3% highest in 3 filed years
Profit before tax
£3.1M
+96.2% highest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-09-30
| Metric | Trend | 2023-09-30 | 2024-09-30 | 2025-09-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £17,870,000 | £19,264,000 | £20,085,000 | +4.3% | |
| Operating profit | £1,712,000 | £1,086,000 | £2,392,000 | +120.3% | |
| Profit before tax | £2,267,000 | £1,592,000 | £3,124,000 | +96.2% | |
| Net profit | £1,794,000 | £1,321,000 | £2,386,000 | +80.6% | |
| Cash | £12,316,000 | £14,297,000 | £17,156,000 | +20% | |
| Total assets less current liabilities | £16,783,000 | £17,014,000 | £18,858,000 | +10.8% | |
| Net assets | £16,359,000 | £16,735,000 | £17,921,000 | +7.1% | |
| Equity | £15,614,000 | £15,931,000 | £17,124,000 | +7.5% | |
| Average employees | 147 | 162 | 169 | +4.3% | |
| Wages | £9,750,000 | £11,191,000 | £10,191,000 | -8.9% | |
| Directors' remuneration | £1,983,000 | £1,964,000 | £292,000 | -85.1% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-09-30 | 2024-09-30 | 2025-09-30 |
|---|---|---|---|---|
| Operating margin | 9.6% | 5.6% | 11.9% | |
| Net margin | 10.0% | 6.9% | 11.9% | |
| Return on capital employed | 10.2% | 6.4% | 12.7% | |
| Gearing (liabilities / total assets) | 38.2% | 42.0% | — | |
| Current ratio | 1.91x | 1.76x | 1.84x | |
| Interest cover | 16.46x | 7.49x | 15.84x |
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.
Name history
Renamed 5 times since incorporation
- BARTLETT GROUP LIMITED 2021-06-25 → present
- BARTLETT GROUP (HOLDINGS) LIMITED 1996-10-01 → 2021-06-25
- BARTLETT GROUP LIMITED 1996-09-10 → 1996-10-01
- BARTLETT GROUP LIMITED 1984-05-03 → 1996-09-10
- BARTLETT INSURANCE BROKERS GROUP LIMITED 1980-12-31 → 1984-05-03
- BARTLETT & CO. (HOLDINGS) LIMITED 1969-01-01 → 1980-12-31
Audit & accounting basis
- 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 foreseeable future Consequently, the Directors continue to adopt the going concern basis in preparing these financial statements”
Group structure
- BARTLETT GROUP LIMITED · parent
- Bartlett Group Subsidiaries Limited
- Bartlett & Company Limited
- Bartlett Wealth Management Limited
- Bartlett & Company Inc
- Bartlett & Company GmbH
- Sunbridge Finance Limited
- Bartlett Trustee Limited
- Bartlett Insurance Brokers Pty Limited
- MPR Underwriting Limited 60%
- Bartlett Employee Benefits Limited
- Bartlett Underwriting Limited
Significant events
- “There have been no significant events effecting the Group since the year end”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 11 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| FAULKNER, Jonathan Charles | Secretary | 2025-04-04 | — | — |
| BARTLETT, Andrew | Director | 2012-01-24 | Feb 1979 | British |
| BARTLETT, Frederick Michael | Director | — | Sep 1942 | British |
| BARTLETT, Richard Fredrick | Director | 2012-01-24 | Sep 1980 | British |
| SHARP, Anthony Richard, Mr. | Director | 2007-06-01 | May 1947 | British |
| SMITH, Robin Anthony | Director | 2002-01-14 | Feb 1943 | British |
Show 11 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| RANSOME, John Howard | Secretary | — | 2025-04-04 |
| BARTLETT, Fred | Director | — | 1996-06-12 |
| BROWN, Robert Graham | Director | — | 1997-01-15 |
| GREEN, Edward Ambler | Director | — | 1992-12-16 |
| HOLT, Peter Alexander | Director | 2004-10-07 | 2014-01-31 |
| LITTON, Roger Anthony, Dr | Director | — | 1994-10-07 |
| RIDDICK, Stephen Peter | Director | 2004-10-07 | 2010-03-31 |
| ROWLAY, Jeffrey Thomas | Director | — | 1996-07-19 |
| SIMPSON, Robert James | Director | 2012-10-24 | 2016-03-14 |
| WARRINGTON, Peter Edward | Director | — | 2006-09-30 |
| WORRALL, David | Director | — | 1994-10-07 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Richard Frederick Bartlett | Individual | Shares 50–75% | 2024-10-22 | Active |
| Mr Andrew Michael Bartlett | Individual | Shares 25–50% | 2024-10-22 | Active |
| Mr Frederick Michael Bartlett | Individual | Shares 75–100% | 2016-04-06 | Ceased 2024-10-22 |
Filing timeline
Last 20 of 129 total filings
Material constitutional events — rename, articles re-file, resolution
- 2022-11-07 RESOLUTIONS Resolution
- 2022-11-07 MA Memorandum articles
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-18 | AA | accounts | Accounts with accounts type group | |
| 2026-05-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-28 | CH01 | officers | Change person director company with change date | |
| 2025-05-22 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-04-04 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-04-04 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-04-02 | AA | accounts | Accounts with accounts type group | |
| 2025-01-20 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-01-20 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-01-20 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-05-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-22 | AA | accounts | Accounts with accounts type group | |
| 2023-06-12 | AA | accounts | Accounts with accounts type group | |
| 2023-06-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-11-07 | RESOLUTIONS | resolution | Resolution | |
| 2022-11-07 | MA | incorporation | Memorandum articles | |
| 2022-05-18 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2022-05-03 | SH06 | capital | Capital cancellation shares | |
| 2022-05-03 | SH03 | capital | Capital return purchase own shares | |
| 2022-04-12 | AA | accounts | Accounts with accounts type group |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.