I set up on my own account in the year 2000 and until 2018 was an Independent Financial Adviser regulated by the Financial Conduct Authority with more than 30 years of financial services experience having worked in Building Societies, Banks, Insurance companies and Mortgage Brokers. Much of my work was bespoke financial and legal solutions to investing clients, solicitors and local authority deputies.
Nowadays my main activity is support to solicitors dealing with estates by providing full estate administration from first instructions to completion of IHT return of estate information and distribution. Speed and efficiency is assured both because of my knowledge of financial services and the dedicated systems I have developed.
Nowadays my main activity is support to solicitors dealing with estates by providing full estate administration from first instructions to completion of IHT return of estate information and distribution. Speed and efficiency is assured both because of my knowledge of financial services and the dedicated systems I have developed.
Services
I am not a lawyer. I am a former Independent Financial Adviser and I specialise in estate matters and have more than 30 years of financial services and legal experience. I provide support to solicitors and social services in various aspects of dealing with estates. This can be straightforward probate administration completed quickly and accurately using our specialised systems, to more complex matters.
A lady, not very old, but completely estranged from her family, died in a hospice without a will. Hospice had no other contact save for the solicitors who had been discussing making a will with the lady shortly before she died. Within 24 hours, we had spoken to sister & mother in Liverpool, and an Aunt in North Wales.
John has provided me and my family with sound advice over the past 10 years and our investments have done well despite the difficult financial climate. He handles matters in a professional and sensitive way giving me confidence that my financial affairs are in safe hands. I have been consistently impressed by the quality of John Cartlidge's advice which is always comprehensive, accurate and timely.
Those familiar with what we do know will know we pretty much offer an 'open all hours' service, and this is no different over the holiday period. Phone (0151) 336 6610, and if not answered leave a voicemail together with a direct dial or mobile reply number. Again, please include a either a direct dial or mobile reply number.
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