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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.
Care funding
Funding care is particularly significant as elderly care costs in England are not covered by the state in the way that health costs are.
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