Investment Consulting

Cartwright - Investment Services

Identifying the right strategy

Having the right investment strategy for your scheme gives you the very best chance of success.

The Cartwright Investment Consulting portfolio includes:

  • Investment Strategy Reviews
  • Manager Selection Exercises
  • Transition Management
  • Monitoring and Reporting
  • Trustee Training

Cartwright consultants know there are different ways to achieve this but it is clear that 'off-the-shelf' does not always work. Our approach is to listen carefully to what you want to achieve and then arm you with clear and justified recommendations.

Specialising in small to medium sized defined benefit and hybrid UK pension schemes, Cartwright understand the options available continually change and evolve and are fundamentally different to those for other schemes. Size is no longer a barrier to investing in different growth areas whilst still being able to choose and cost effectively manage your own risk strategy.

Working with strategic partners who are experts in their own field, and demonstrate a similar positive and proactive mindset, means clients benefit from collective expertise and value for money.

With a clear focus on continuous improvement, one of our core principles, Cartwright take great pride in understanding each client's needs to build long term relationships in order to make a real difference.

Investment Services are provided by Cartwright Benefit Solutions Limited. Cartwright Benefit Solutions Limited is authorised and regulated by the Financial Conduct Authority: Registration number 607200.

What makes us different? Find out here...

Need more information? Get in touch with the Cartwright team...



Services


What our customers say

"Thank you for your clear investment advice, both delivered in person and in your report; it is very helpful to the trustees as it approaches the issues by looking at the various risks in a truly integrated manner, and stands out in this respect against other investment advice I have received from different firms. The renewed investment strategy and agreed valuation puts the trustees in a stronger position to meet the scheme's obligations to the members in full."

Capital Cranfield Trustee Director

"Thanks once again for a great job. You will not realise how much easier it is for me dealing with Cartwright."

MSI plc


One step at a time...

One step at a time - Cartwright - Actuarial Consulting and Pensions Administration

If you have any questions, or would like further information, please call our team on:

01483 860 201



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