Dartington Wealth Management Ltd

Independent Financial Adviser  Dartington Wealth Management Ltd, Cambridge, CB1 7BN
First meeting at adviser's own cost
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr Philip Bowden-Pickstock
Later Life Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Care advice standard Later Life Accredited Adviser
Mr Oliver Bridgman
Chartered & Certified Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Certified Financial Planner Chartered Financial Planner
Mr Chris Galpin
Senior Financial & Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Malcolm Coury
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Rachel Rutherford
Financial Planner & Chartered Accountant

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Mr Andrew Coury
Chartered Financial Analyst

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
We recently used the services of the Chris Galpin, a mortgage advisor in Cambridge and I cannot rate his helpfulness, knowledge or patience highly enough. He very efficiently sought out the best mortgage for us and then got on with the application process with the minimal amount of fuss. Nothing was too much trouble and I will be using him in the future.
Fiona Gilbert, Cambridge
Malcolm and his team are amazing! Deep knowledge and proactive "on-the-ball" service.
Mike Bekin, Cambridge
I spent a bit of time talking to several IFAs before settling on DWM- what sold me on them was the deep level of information gathering they did up-front to make sure they really understood what I was asking- and it helped me to understand too. It also helped that their charges were far more reasonable than I had seen elsewhere!
Niall Gillespie, Cambridge
I spent a bit of time talking to several IFAs before settling on DWM- what sold me on them was the deep level of information gathering they did up-front to make sure they really understood what I was asking- and it helped me to understand too. It also helped that their charges were far more reasonable than I had seen elsewhere!
Niall Gillespie, Cambridge
Dartington Wealth Management is unique in my view in that all its staff are trained to a very high level and are endlessly helpful and willing to help out even with trivia that is hardly rewarding for them. When it comes to specialist things, their skills stretch to pretty well every area of our financial lives and you know you are getting the benefit of cutting edge advice . Malcolm Coury, the CEO, has looked after me over some 20 years and when things get tough, which they are at present, he is always there with good advice given in a way that shifts panic to one side and brings sweet clarity to only the things that should concern us. Malcolm and his team make sure every communication is answered that day even if it is occasionally just to acknowledge and confirm the date a full reply will come through. I am hugely impressed with them and would have no hesitation in recommending Dartington to someone looking for an IFA.
Simon Smith, Pinner, Midlesex
I worked with Rachel Rutherford on some insurance products and was so impressed with the service I asked for a full review of my family investments too. The review and the advice was excellent - pragmatic, informed and practical, and better than previous advisers I've worked with. Look forward to using Dartington again in the future.
Tristan Noyes, Chesham, Buckinghamshire
I have been using Dartington Wealth Management for two years now, since my previous financial advisor retired. Malcolm and the team are always extremely helpful and very quick to respond to any queries. He undertook a review of my investment and pension portfolio last year, which was completed professionally and yielded very positive results. I would have absolutely no hesitation in recommending Dartington Wealth Management.
Martin Noon, Southend-on Sea, Essex
I contacted Dartington Wealth Management with no much hope for a quick call back (due to COVID-19 the office was closed). Within 10 minutes I received an e mail back followed by the phone call from Malcolm! I've been provided with a honest and highly professional opinion on my inquiry. Malcolm was extremely helpful. Once my personal circumstances have changed I will not think twice but certainly contact Dartington. Thank you Malcolm!
Ilona Karpanos, Bury St. Edmunds
I have instructed the many services Dartington Wealth Management offer, Pension and Investment services, Mortgages and Work Placed Pension the professional, impartiality and quality of advise is second to none.
James Brain, Westbury, Wiltshire
About us

Dartington Wealth provides award winning 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 personal professional 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

Where to find us
Head office address: Dartington Wealth Management Ltd, 5B Clifton Court, Cambridge, CB1 7BN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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