Financial Advice

“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.” P.M., Wirral.

“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.” J.K. North Wales.

I would like to take this opportunity to thank you for your help over the last six months- it has been very much appreciated. Janet and I felt comfortable with your approach and had absolute confidence in you from our very first meeting. It’s obvious why Peter was so happy to recommend you to us. G.S. West Midlands.

“John Cartlidge has been my financial adviser for several years now and has always come up with good advice with a healthy sense of humour. I have never had any reason to question his wisdom and will continue to do so.” J.O. Buckinghamshire.

“As a very satisfied client of John Cartlidge for many years I have proven and confident trust in his financial advice and professional integrity”. J.D. Nottinghamshire.

“We first approached John to help us find a mortgage for our first home. We were particularly tricky customers, as both of us work freelance, but John found us an excellent mortgage using his extensive contacts. From then on John took us through each stage of the house-buying process with great patience and humour, always on the end of the phone with practical help and advice. I can honestly say I don’t know what we would have done without him. I cannot recommend John highly enough, particularly if, like us, you find the world of financial services a bit daunting.” F.W. Buckinghamshire

“I have taken johns advice on several matters and he has never let me down. He goes out of his way to do the best for you and I will always go to him with all my financial matters”. H.B. Birmingham.

“John was recommended to me by some colleagues whom he had helped to secure a mortgage, despite their difficult self-employed status. He has helped me so much over the years and is always professional, knowledgeable, affable and honest. He is my go-to guy for anything financial and always takes the time to explain each situation using terms which I understand (rather than technical industry jargon). I wouldn’t hesitate to recommend him to colleagues or strangers.” CF, Wirral.

‘For Court of Protection Deputies’

“I asked John to trace any relatives of a recently deceased client. John kept in touch with me through all the stages and was very professional throughout and found all entitled relatives and the matter was resolved to everyone’s satisfaction.” A.S. Lancashire.

‘Probate Administration’ & ‘Tracing Family & Intestacy’

“Incredible!” J.B. Paralegal, Wirral.

“John is always highly professional and tenacious, and hugely successful. A pleasure to work with, I couldn’t recommend him highly enough.” C.J. Worcestershire.

I may contact you shortly again with another challenge. In the meantime, I wish you and your family all the best and many thanks for a) efficient and excellent service and b) succeeding with the customer’s full satisfaction. DL. Denmark.

“John has helped our probate department grow amazingly well in the last couple of years. Always look forward to working with him, and thank him for his hard work and organisational skills.’’ V.S. Probate Fee Earner Wirral

“I have been most impressed by the quick and efficient service provided by John, and was particularly impressed by the quick headway he made in one unusual and complex matter where a large, well-known firm had failed to make any progress at all. I would not hesitate to recommend his services.” Andrew McLoughlin, Solicitor / Director, MGC Solicitors Limited, Neston Cheshire.

“I would like to take this opportunity to say that the quality of service offered by John since our first contact over two years ago has been highly impressive. Every aspect of John’s work has been beyond reproach, with his manner being concise, polite and reliable. I would have no hesitation in recommending Johns service’s to others” Christopher Smith, Partner ACS Solicitors, Bromborough, Wirral.

“Impressive”. D.G. Solicitor, Cheshire.

“Our first and only call when we have intestacy issues, complex estate matters or need to find people.” SB, Solicitor, Cheshire.

“..thank you again for your very interesting talk to the group. The stories behind your work were fascinating, as was the more factual info about wills and inheritance in general.” N.C. Wirral.

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