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. Intestacy and full beneficiary tracing is included in this service, from basic location of a known beneficiary to full intestacy research and report with insurance back up if required.
This typically involves finding ways to remove obstacles that might be 'stalling' an estate, whether this is tracing beneficiaries, identifying personal representatives, dealing with tax issues both in the UK and overseas, as well as administering complex estates.
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. Intestacy and full beneficiary tracing is included in this service, from basic location of a known beneficiary to full intestacy research and report with insurance back up if required.
This typically involves finding ways to remove obstacles that might be 'stalling' an estate, whether this is tracing beneficiaries, identifying personal representatives, dealing with tax issues both in the UK and overseas, as well as administering complex estates.
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.
Has access to a knowledgeable financial professional who knows the difference between a share, an investment trust, a unit trust, a bond etc.
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.
Has access to a knowledgeable financial professional who knows the difference between a share, an investment trust, a unit trust, a bond etc.
In recent years, I have assisted a number of Court of Protection Deputies by tracing next of kin or wider family, assisted and advised on investments, and dealt with the estates of those who have died whilst their affairs were managed by a local authority deputy.
If you are a member of a local authority Deputyship Team, or if you are on the panel of Court Appointed Deputies, and would like to speak to some of your colleagues in another authority or firm as a 'reference' before using me, let me know and I will put you in touch.
If you are a member of a local authority Deputyship Team, or if you are on the panel of Court Appointed Deputies, and would like to speak to some of your colleagues in another authority or firm as a 'reference' before using me, let me know and I will put you in touch.
Independent Financial Advice: The Priscum Advisers will provide you with full details of cost on request.
This is charged as a daily rate of 240.00 per day which includes all office costs, travel, research & reporting.
In addition to the daily rate, any documents obtained and supplied, such as birth marriage death certificates, court documents and searches, are supplied at cost plus a 5.00 handling charge for each.
This is charged as a daily rate of 240.00 per day which includes all office costs, travel, research & reporting.
In addition to the daily rate, any documents obtained and supplied, such as birth marriage death certificates, court documents and searches, are supplied at cost plus a 5.00 handling charge for each.
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.
I collected the 'crate' of papers from a local solicitor.
I identified the estate value was around 450k. 28 savings accounts; 8 providers, 14 shareholdings; 7 registrars, 10 other notifications identified as required.
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.
I collected the 'crate' of papers from a local solicitor.
I identified the estate value was around 450k. 28 savings accounts; 8 providers, 14 shareholdings; 7 registrars, 10 other notifications identified as required.
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.
I would have no hesitation in seeking advice from John Cartlidge again or in recommending his services.
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.
I would have no hesitation in seeking advice from John Cartlidge again or in recommending his services.
Reviews
Be the first to review John C. Cartlidge.
Write a Review
