Our company:Your funeral trust meets our pioneering spirit

How our ethos and culture help to create the perfect fit for your funeral trust

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 feel is important to remember sometimes.

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’re specialists in getting results for those with a smaller amount of assets in their reserves – £5-500m in assets under management.
  • We’ve been doing the same thing for over 38 years and work with over 100 clients with trusts or reserves like yours. We’ve helped them get the results they need with the assets they have available.
  • 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.

"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.

If you would like to know more about our company, please get in touch using our contact form below.

Read moreFind out more about our people and our company

Cartwright Funeral Trusts Latest News: Bringing Institutional Standards to Funeral Trust Investment Strategies, Advice and Implementation >>

How can we help you?

Funeral Trusts Investment Strategy

Investment Strategy: Managing a funeral trust isn’t straightforward. You have to balance different priorities, which can often seem to be in conflict with each other

Secretarial Services for Funeral Trusts

Secretarial Services: From preparation to documentation, we’ll ensure your trustee meeting run smoothly with our trustee secretarial and governance services

Actuarial Services for Funeral Trusts

Actuarial Services: We already work with over 150 trusts who are navigating the maze of actuarial decisions with us

A New Approach

A New Approach: How Cartwright are bringing institutional standards to funeral trust investment strategies

The services that Cartwright provide are absolutely excellent.

Trustee

Find out what else people are saying about Cartwright >>

Find out what else people are saying about Cartwright

Finding it hard to juggle everything and get the right balance?

Managing a funeral trust isn’t straightforward. You have to juggle and balance different priorities, which can often seem to be in conflict with each other.

Find out how Cartwright can help you to sort the wood from the trees >>

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