Dartington Wealth Management Ltd

Independent Financial Adviser  Dartington Wealth Management Ltd, Cambridge, Cambridgeshire, CB1 7BN
First meeting at adviser's own cost
We provide independent financial advice to individuals, business owners, charities and trustees, working alongside solicitors and accountants.
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 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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Next home / Remortgaging
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Right to buy
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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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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 17th February 2020
Meet our advisers
Philip Bowden-Pickstock
Senior Financial 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
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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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
Chris Galpin
Senior Financial 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.

Malcolm Coury
Managing Director

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

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

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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 17th February 2020

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