Service Options
- Cartwright services are tailored to precisely fit your charity and our solutions are both sophisticated and practical without being overcomplicated or overpriced.
News and Resources
- - Updates and Press Releases
  - Insights and Analysis
- In the ever changing world of finance we aim to help you fully informed on the latest regulatory changes, industry initiatives and new opportunities
Education and Events
- Cartwright regularly offer trustee training, in person or via video conferencing, and host events to keep you informed and sometimes entertained!
Working with Cartwright
- - Why Cartwright?
  - Enquire and Apply
- Find out what it is like to work with Cartwright and how we can help you reach your potential
Our Company
- An insight into our company, its people, and our culture as well as a quick look at what others have been saying about us!
Contact Details
- How to find the Cartwright offices and how to get in touch with us
- Farnborough Office: 01252 894883
- Chelmsford Office: 01245 293300

Our company:Your charity meets our pioneering spirit

How our ethos and culture help to create the perfect fit for your charitable trust

First and foremost we’re a people-focused business. With both our clients and our staff.

There are always faces behind the business. It’s something we feel is important to remember.

We trust in our people and their expertise. We know our clients too because we focus on quality over quantity. And, being privately owned means we’re not accountable to anyone else but our clients.

Why choose us

We’re specialists in getting results for those with a smaller amount of assets in their reserves – £5-250m in assets under management.
We’ve been doing the same thing for over 35 years and work with over 100 clients with trusts or reserves like yours. We’ve helped them get the results they need with the assets they have available.
Our strategic partnerships give you access to institutional-quality solutions - for example, we work with leading institutional investment platforms to give you the benefit of lower institutional fees.
We’ve been managing transitions of this nature for decades. We provide the analysis and reasoning to persuade your internal stakeholders, and we cover all the paper work and project management from start to finish.

What you’ll get if you do

You get truly tailored, unbiased advice from staff you recognise and who know their stuff.
You’ll get an extra level of care with us in comparison to those working in behemoth organisations. We’re small, independent and employee-owned… and proud.
Once you’re up and running you won’t then lose your ‘perfect fit’ with us. We care about our clients so we won’t sell out: a contractual guarantee that the company will not be sold ensure this.

Cartwright just get on with it without making things unnecessarily complex

Find out what people are saying about Cartwright >>

Find out more about our people

If you have any questions, please complete our short enquiry form and one our team will get in touch with you

Latest News: Investors are often described as being either ‘institutional’ or ‘retail’, we look at the key differences for charities >>

How can we help you?

Portfolio Health Check: Find out if your charity's assets are in good shape for the future

Unrestricted Assets Strategy and Implementation

Unrestricted Assets Strategy: Support and guidance to help you identify the right strategy for your charity?

How to align your assets with your charity's ESG principals

Mission Aligned Investment: How to align your assets with your charity's mission and ESG principals

Bitcoin Donations: Making sure donors have the choices they need to give to your charity

At a time of increased uncertainty, Cartwright offered an approach that understood the issues we face and the challenges of the future. Cartwright has been our partner on this journey from the start offering a solution that will help us face the future with a great deal of increased confidence. I would wholeheartedly recommend them for anyone thinking about investments in the charity sector.

Recent feedback from Chief Executive Officer

Find out what else people are saying about Cartwright >

Are you looking a gift horse in the mouth?

You may be losing out if your charity is not set up to allow someone to donate to your charity in bitcoin. The popularity of digital currencies is rising, and accepting bitcoin donations is fast becoming just another norm.

Find out how Cartwright can help you to accept bitcoin donations >>