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Wealth Management and Independent Financial Advice
in Cambridge

Independent Financial Adviser in Cambridge

Dartington Wealth provides impartial fee based independent financial advice and wealth management services to wealthy individuals, business owners, charities and trustees in and around Cambridge.

 

We work alongside your other trusted advisers including your solicitor, court appointed deputy and or accountant. We provide financial planning for all your needs including managing your investment and or pension portfolio, pre-retirement planning, advice during retirement, with pension sharing following divorce, identifying and arranging the best mortgage deals, how best to fund care needs in later life and helping you mitigate Inheritance Tax.

 

We deliver imaginative and tailored solutions to help you achieve your financial goals and objectives and as part of this process we aim to minimise your investment costs and the impact of taxation on your investments, so your money works harder for you.

 

For further information or to find out how an independent financial adviser can help you call 01223 211 122 or email enquiries@dartingtonwealth.co.uk

Financial Services

Independent Financial Advice and Wealth Management Services

Retirement Planning

Retirement lasts on average around 25 years these days, achieving the dream of a secure, comfortable retirement requires planning.

Pension Transfers

If you’re thinking about pension transfers, you need to know that if the value of your pension pot is more than £30,000 you need to be very careful and get professional advice.

Investment Advice

Investing in today’s uncertain world is a big challenge for investors wanting to maximise returns without taking too much risk.

Personal pensions

Personal pensions investors aged 55 and over are now able to access a range of flexible options to draw from their pension.

Mortgages

Mortgages have been increasingly difficult to obtain following the mortgage market review and the options available can be bewildering.

Life insurance

Life insurance is simply paying an insurance premium so that your family will receive a lump sum in the event of your death.

Inheritance tax

Inheritance tax is a tax paid on your estate when you die but it is sometimes payable on trusts, or gifts made during your lifetime.

Directors pensions

Directors pensions remain one of the most tax-efficient ways for business owners and directors to accumulate wealth for retirement.

Trustees investments

Trustees have a statutory duty of care when exercising their powers of investment as a result of the Trustee Act 2000.

Are you looking for Independent Financial Advice or a Wealth Management Service in Cambridge?

We deliver imaginative and tailored solutions to help you achieve your financial goals and objectives. We aim to maximise your investment returns within acceptable levels of risk whilst minimising your costs and the impact of taxation on your investments, so your money works harder for you.

For further information or to find out how an independent financial adviser can help you call 01223 211 122 or email enquiries@dartingtonwealth.co.uk

What people say about us:

My experience has been very good, especially the personal help from Philip Bowden-Pickstock

- Christine Jolly

I was very happy with the service that Dartington provided with respect to our new mortgage and I have already recommended them to a friend

- Dr Michael Gifford

I have always been very satisfied with the advice and service I receive from them

- Jennifer Hoyos

My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice

- Annie Roberts

We used the services of the Chris Galpin and I cannot rate his helpfulness, knowledge or patience highly enough. He very efficiently soughted 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

All our dealings to date have been excellent, they have listened to our requirements made suitable suggestions and implemented them in a friendly and professional manner

- Michael Dearman

I have had honest advice and when my husband died they did all the necessary paper work for me very swiftlly and did not charge. A friendly professional firm who quickly understand your needs – no hard sell – your protection paramount

- Patricia Revel

I get a good personal service from an experienced and thoughtful person whom I have known for 30+ years, and trust. That’s very valuable to me even when we don’t entirely agree on priorities! He also advises me on things I need to get around to doing, and I usually follow his advice

- Penny Henderson

I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard

- Adrian Moxon

They were recommended to me and I have already recommended them to others. They are good at explaining things in a way I understand

- Sheila Thomas

Never had any problems. Friendly consultancies

- Roger Stratford

I trust my adviser

- Jon Daly

The financial adviser I have dealings with has been excellent over the years

- Janet Huskinson