Ethos and Culture:Your business meets our pioneering spirit

How our ethos and culture make us the perfect fit

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 never forget.

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’ve been doing the same thing for over 39 years and work with over 160 clients with trusts or reserves like yours. We’ve helped them get the results they need with the assets they have available.
  • We’re specialists in getting results for those with a smaller amount of assets in their reserves – £5-500m in assets under management.
  • 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.

"Cartwright just get on with it without making things unnecessarily complex"

Find out what else people are saying about Cartwright >>


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.

Read moreFind out more about our people

Go to the Cartwright enquiry formSend us a message

Cartwright Our people: “I think Cartwright is brilliant, it’s all down to the people!” >>

How can we help you?

Workplace Scheme Governance

Workplace Scheme Governance: Benefits are generally the second largest expense a company has, after staff salaries. But often all the effort and money you put in can still receive a lack lustre take up

Group Life Scheme

Group Life Scheme: Complex rules mixed with jargon can cause a headache, not just for you, but your team too. Luckily, we’ve been interpreting for staff like yours for 38 years

Income Protection Schemes

Income Protection Schemes: No matter the size of your business, when long-term illness or injury occurs, it can cause difficulties at both a company and team level

Employee Health Insurance

Employee Health Insurance: You don’t need us to tell you that a healthy workforce underpins the long term success of your business. And, like most important things, it takes time and energy to get it right

We have peace of mind with you looking after us and know nothing will get missed.

HR Director at a well-known engineering company

Find out what else people are saying about Cartwright >>

Find out what else people are saying about Cartwright

Is your group life scheme working for you?

Insurance can be highly complex and challenging to navigate, and even harder to communicate effectively to your staff. Why not let us help you master each aspect of your scheme to make your life easier.

Find out how Cartwright can help you with your life scheme >>

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

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 01252 894883

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Accreditations and Memberships

Bitcoin Policy Investor in Customers PASA Member Carbon Neutral Commitment UN Principals for Responsible Investing Quality Assurance Scheme and Actuaries Code