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 businesses.

We originally started out in Godalming, Surrey. Over 38 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 found our combination of our approach to innovation coupled with thorough research and a deep understanding of financial goals allowed us to bring real efficiencies to corporate treasury functions.

Today, Cartwright Corporate Treasury has a strong, highly experienced team of 16 people all working to provide the right solution for each client.


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

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.

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 and we will be put you in contact with the right person.

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Accreditations and Memberships

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