Wealth Management and Independent Financial Advice

We are a Chartered Financial Planning firm providing award winning impartial fee based independent financial advice and wealth management services. Our team includes Chartered Financial Planners, Chartered Accountants and a Chartered Financial Analyst.

In July 2023 Söderberg & Partners Group acquired a minority stake in the firm which provides long-term security for our employees and clients alike.

Award winning independent financial adviser - Cambridge

Good advice pays for itself – we provide professional financial planning for all your needs. This includes managing your investment and/or pension portfolio, pre- and post-retirement planning, advice on pension sharing following divorce, arranging the best mortgage deals, Inheritance Tax mitigation and much more.

Customer focused
Customer focused
Value oriented
Value oriented
Quality obsessed
Quality obsessed
People centric
People centric
What we do

Let us know how we can help

Good advice pays for itself

We deliver imaginative and tailored solutions

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

We deliver imaginative 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.

Passion is what drives us

We aim to minimise your investment costs and the impact of taxation on your investments

Testimonials
Curious what people think about us?
Vita
Vita
2023-10-18
Thank you so much for sorting out a very complex situation and making it all so much easier. And it was done with a sense of humour!
Tony Barns
Tony Barns
2023-09-29
Choosing the best Independent Financial Advisor was not going to be easy for me. With a long career in industry but little provision for a comfortable retirement, just a few random small investments and obscure, poorly documented plans, I needed an Advisor with patience and a careful approach to find what could be done. I researched a few companies, spoke to two that I thought most likely to help, and met with Dartington Wealth Management in Cambridge for a thorough interview. Oliver and Sam listened intently and enquired about my hopes for the future. I gave them as much information as I could, including all I could find about the investments, which was sparse to say the least. Dartington comprehensively researched the background to the various policy numbers, finding their current worth and possible ways of accessing their value, and then compiled a document outlining the options I should consider. The effort they applied to the research and the high level of skill they employed to form those options impressed me greatly, and we had a further meeting. The plan of action we settled on was far better than anything I could have possibly created myself, and their careful timing for implementing each stage in the plan made the most of the available funds. I was more than pleasantly surprised at what they achieved, which more than justified their quite reasonable fees, and I remain very grateful for their diligence.
Matthew Gough
Matthew Gough
2023-09-29
Rachel, Chris and the whole team at Dartington Wealth were a great help sorting my pension issues. They managed to sort out all the issues with the different pension companies and gather my pensions under one roof. Thank you team.
Jordan Tweed
Jordan Tweed
2023-09-06
I recently took out a life insurance policy to protect my mortgage. My advisor was Nicholas Leith and the service was efficient and professional
James
James
2023-09-04
Dartington WM was recommended to us by a close associate and we were very pleased they were. Nicholas Leith steered us smoothly through the mortgage application process on our new house purchase in a challenging economic environment and delivered without any problems at all. We will be happily recommending Nicholas to friends and colleagues.
Melissa Hills
Melissa Hills
2023-07-31
What a wonderful experience we have had at Dartington Wealth Management. The thought of the mortage process was really stressful for me but then we spoke to Nicholas Leith, he made it so stress free for us as first time buyers. He was very knowledgeable, professional and patient with us explaining everything along our journey to getting our mortgage. Thank you again for all your help.
Kaity McCafferty
Kaity McCafferty
2023-07-12
Matt helped me with my query very quickly and gave great, professional and friendly advice. I would definitely recommend them!
Julia Goddard (Staff)
Julia Goddard (Staff)
2023-05-27
Extremely helpful and supportive, Nicholas was completely knowledgable and supremely competent. He gave excellent mortgage advice, making the whole flat purchase experience easy to deal with.
Adellee Sammy
Adellee Sammy
2023-03-31
Nicholas Leith was my broker at Dartington Wealth Management. He honestly went above and beyond for us and have finally moved into our new home thanks to all his help. He is someone I would always recommend and always puts in 100% for you through your purchase.
Sharon Straughan
Sharon Straughan
2023-02-01
I would highly recommend the services of Dartington Wealth Management. Andrew Coury handled the transfer of our pensions, I was comfortable with the level of support and guidance provided. I have absolute confidence that should I have any questions at all moving forwards then I will get the support and service required which has been lacking from my former provider.
Our clients
Some of our workplace pension and benefits clients
Our Mission

To protect, manage and increase your wealth for a secure future

We provide independent, impartial fee based financial advice and wealth management to individuals, business owners, employers, including some leading charities, and trustees of settlements. The business has a history in Cambridge that goes back over 60 years.

Wealth management and investment advice from our specialist team.

Let's discuss now
Get in touch with us
We normally respond within 24 hours

We aim to answer all enquiries within 24 hours (except weekends). However, if you have an urgent matter please click the link below to give us a call.