Cartwright services are tailored to precisely fit your needs and our solutions are both sophisticated and practical without being overcomplicated or overpriced.
In the ever changing world of finance we aim to keep you fully informed on the latest regulatory changes, industry initiatives and new opportunities.
Cartwright regularly offer trustee training, in person or via video conferencing, and host events to keep you informed and sometimes entertained!
Find out what it is like to work with Cartwright and how we can support you and help you reach your full potential.
An insight into our company, its people, and our culture as well as a quick look at what others have been saying about us!
How to find the Cartwright offices and how to get in touch with us.
Unlike the ‘off the shelf’ packages you’ll get with many wealth managers, we take the time to truly understand your objectives. And, once we get them, you won’t see them bent out of shape to fit around us.
We will help you:
Getting results for those with a smaller amount of assets in their reserves – £5-250m in unrestricted assets – is what we do. It’s our niche.
Portfolio Health Check:
Find out if your charity's assets are in good shape for the future
Unrestricted Assets Strategy:
Support and guidance to help you identify the right strategy for your charity?
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 charityTo strengthen your position it is vital to plan a strategy that will match your objectives. Take the time to evaluate where you are now with the help of our healthcheck service and we’ll help you identify where you need to focus your energy.
Find out how you could benefit from a complete healthcheck >
Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.
