Dartington Wealth Management Ltd

Independent Financial Adviser Dartington Wealth Management Ltd, 5B Clifton Court, Cambridge, CB1 7BN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
We provide independent financial advice to individuals, business owners, charities and trustees, working alongside solicitors and accountants.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Long term care
Meet our advisers
Malcolm Coury
Managing Director
Chris Galpin
Senior Financial Adviser
Oliver Bridgman
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Philip Bowden-Pickstock
Senior Financial Adviser
Accreditations
Later Life Accredited Adviser Care advice standard
Where to find us

Dartington Wealth Management Ltd, 5B Clifton Court, Cambridge, CB1 7BN

Contact us
About us

Dartington Wealth provides independent, impartial financial and investment advice to individuals, business owners, charities and trustees, working alongside solicitors, accountants and investment managers. This includes planning how to fund care needs, maximise retirement income, advice during divorce, advice on investments, pensions and mortgages, inheritance tax, and working with court appointed deputies.

Our services

We provide a very personal service to our clients and their other professional advisers. Our investment in technology ensures that clients receive the best possible advice and services.

Our financial advisers are professional, highly qualified and supported by a dedicated team of paraplanners, administrators and compliance staff. We provide a wide range of financial and investment services. Our advisers do not try and be all things to all people, but each adviser has their own areas of expertise and experience and as a team we can cover all your needs

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Dartington Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Firm reference number: 717593

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