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

A bespoke service that really makes a difference

Our clients get the kind of service usually reserved for the big players

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:

Your charity’s perfect fit

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.

Get the results you need with the assets you have available. We already work with over 100 clients like you, to do just that.
You’ll get a smooth transition if you switch, we’ve been being doing them for decades. You’ll get the analysis and reasoning to persuade your internal stakeholders, while we cover all the paper work and project management from start to finish.
You get truly tailored, unbiased advice from staff you recognise and who know their stuff because we’re small, independent and employee-owned.
You can trust we’re here to stay. Our long-term client relationships are important to us: a contractual guarantee to remain independent covers that.

Why we’re different

Getting results for those with a smaller amount of assets in their reserves – £5-250m in assets under management – is what we do. It’s our niche.

We already work with over 100 clients like you to get the results they need with the assets available
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
We’re small, independent and employee-owned so you’ll get truly tailored, unbiased advice from staff you recognise and who know their stuff
We’re here to stay and our long-term client relationships are important to us: a contractual guarantee to remain independent covers that

Find out more about our company

Tell us what you need to know via our contact form

Building a lasting legacy for your charity

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

Is your trust is good shape for the future?

To 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 >

Is your charitable trust in good shape for the future?

Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.

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 >