Dartington Wealth Management Ltd

Independent Financial Adviser  Dartington Wealth Management Ltd, Cambridge, CB1 7BN
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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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions review
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Pensions transfer
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SIPPs
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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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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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Offshore investments
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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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School fees planning
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Income protection insurance
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Life insurance
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Estate planning
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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
Meet our advisers
Mr Nicholas Leith
Mortgage & Equity Release Adviser
Mr Andrew Coury
Chartered Financial Analyst & Financial Planner
Ms Rachel Rutherford
Financial Planner & Chartered Accountant
Mr Malcolm Coury
Managing Director
Mr Chris Galpin
Senior Financial & Mortgage Adviser
Mr Oliver Bridgman
Chartered Financial Planner and Pension Transfer Specialist
Mr Philip Bowden-Pickstock
Later Life Adviser SOLLA
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)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Dartington Wealth Management Ltd, 5B Clifton Court, Cambridge, CB7 4DL

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