
Dartington Wealth Management
Initial consultation free
Independent
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
Clients
helped
helped
222
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£250k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Oliver Bridgman
Chartered Financial Planner and Pension Transfer Specialist
Mr Chris Galpin
Senior Financial & Mortgage Adviser
What our clients say
mb
Mike Bekin
Malcolm and his team are amazing! Deep knowledge and proactive "on-the-ball" service.
ng
Niall Gillespie
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!
ss
Simon Smith
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.
tn
Tristan Noyes
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.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.