Dartington Wealth Management Ltd

Independent Financial Adviser  Dartington Wealth Management Ltd, Cambridge, CB1 7BN
check
FCA authorised
Last authorised 26th July 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Mr Philip Bowden-Pickstock
Later Life Adviser
Mr Oliver Bridgman
Chartered & Certified Financial Planner
Mr Chris Galpin
Senior Financial & Mortgage Adviser
MR Malcolm Coury
Managing Director
Miss Rachel Rutherford
Financial Planner & Chartered Accountant
Mr Andrew Coury
Chartered Financial Analyst
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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.08 mi
 
 
Independent Financial Adviser 0.1 mi
Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home.
 
Independent Financial Adviser 0.18 mi
Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020
 
Independent Financial Adviser 0.42 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Cambridge, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.