Established in 1940, Bartlett are independent specialists creating financial solutions for both businesses and individuals. We broker insurance as well as offering employee benefit solutions, wealth management and independent financial advice. Recognised for our quality, in 2020 we were named as UK Broker of the Year, Commercial Lines Broker of the Year and ranked first in the Financial Times Top 100 UK Financial Advisers for 2021.

Oversaw a merger between Nightbus LLC and ULimo inc, an established industry leader in Florida limo transportation. Developed detailed financial forecasts to aid in raising funding. Managed accounting and compliance with federal and state legislation, whilst helping ULimo to expand into new markets.