Our History:A pioneering spirit

Our experience, our people, and our pioneering spirit is what sets us apart.

Our Founder and Chairman, Ian Cartwright, originally set up the business back in 1986 to fill a need. To give specialist and bespoke financial services to an often badly-catered-for market: those with £5-250m in assets under management, the small and medium sized trusts.

We originally started out in Godalming, Surrey. Over 35 years on, Cartwright operates nationwide from two offices located in Farnborough and Chelmsford.

How we've grown

We’ve grown mostly through organic expansion. Two strategic acquisitions strengthened key areas of our business.

Though we originated in the pensions market we saw how our unique skill-set could benefit other sectors too and soon found ourselves working with charities of a similar nature and with similar problems.

Today, Cartwright Charitable Trusts has a strong, highly experienced and expert team of 100 people all working together seamlessly to provide truly bespoke solutions for each client.

Read moreFind out more about what makes us tick here

Go to the Cartwright enquiry formComplete our short enquiry form and one our team will be in touch to discuss your specific requirement

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

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

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Would you like to talk to us?

Just call us on 01252 894 883 or use the enquiry form below.

One of our team will be happy to listen and advise on your next step to a secure future.

 

Send a message

To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01483 860 201 and we will be put you in contact with the right person.

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Accreditations and Memberships

Investor in Customers United Nations Paris Agreement Carbon Neutral Commitment UN Principals for Responsible Investing