Trusted Independent Financial Advice & Wealth Management Services
Chartered Financial Planners
Empowering you to shape your future with honest, dedicated, client-centred advice
Independent financial advice tailored to your goals and needs
With offices in Cambridge and Letchworth, Dartington Wealth Management Chartered Financial Planners provides independent financial advice and wealth management services to high net worth individuals and businesses across East Anglia, Hertfordshire and Essex, to help you make confident financial decisions. Whether you’re planning for retirement, investing your capital, protecting your family, or securing your business finances, our expert highly qualified financial advisers offer personalised strategies tailored to your individual goals and values.
As a fully FCA-regulated firm, we take pride in transparency, trust, and building long-term client relationships – supporting you at every life stage.
Supporting your financial journey every step of the way
We offer personalised and tailored advice to help you build confidence and clarity at every stage of your financial journey.
Investing for growth
Together, we design an investment portfolio aligned with your values and tolerance for risk, allowing you to confidently grow your wealth far into the future as your financial goals evolve.
Protecting your family
We believe that it’s important for your loved to be protected should the worst happen with personalised protection plans that provide you and them with peace of mind through life’s uncertainties.
Protecting your business
We take the time and trouble to understand your business and help you customise your protection plans to meet your business objectives and mitigate financial risks.
Planning your retirement
We help you create clear, tax-efficient and flexible retirement plans designed to protect the lifestyle you want and help ensure your long-term financial security.
Mortgage advice
We guide you through the borrowing options to help achieve your financial plans, whether you’re buying your first home, remortgaging or expanding your property portfolio.
Financial planning
We work with you to develop a comprehensive financial plan with strategies that unite your financial goals, helping you to navigate complex decisions with confidence.
Why choose Dartington Wealth Management?
We’re proud to be a firm with Chartered Status, because the team have worked hard to achieve that. According to the latest available data (2025), only 14% of advisers are Chartered, that means 86% are not, so you will be making the right choice if you work with us.
Although choosing the right financial adviser is more than just qualifications. It’s also about trust, transparency, and a genuine partnership. At Dartington Wealth Management we’ve supported over 1,000 clients delivering impartial, transparent, honest advice tailored to their individual needs and focused on their long-term financial objectives.
Independent advice
Unlike ‘restricted’ advisers, we are not bound to any particular financial products or providers. This means our advice is independent, based on what’s best for you, and gives us access to the whole market.
Client-focused approach
Your financial goals, needs and values, within your tolerance for risk are central to everything we do and recommend. We take the time to understand you as an individual and tailor our advice accordingly.
Regulated and trustworthy
As an FCA-authorised firm, we follow strict regulatory standards that are designed to safeguard your interests and ensure our advice is responsible and compliant, putting our customers’ interests at its heart.
Transparent fees
We believe in transparency about our fees, costs, processes and communications, so you always know what to expect. No nasty surprises, no hidden fees or charges, just honest clear advice.
Long-term partnership
Financial planning is a journey, not a one-off event. We pledge to support you through life’s changes, helping you adjust your plan as your circumstances change, with our ongoing advice service.
Locally based expertise
With our head office in Cambridge, we understand the local community and its distinctive business and economic landscape, enabling us to provide appropriate, well-informed financial advice and wealth management.
Meet our advisers: Your trusted partners in financial planning
Our highly qualified team of Chartered Financial Planners blends years of experience with a passion for helping you build financial confidence. They are committed to understanding your goals and providing clear, personalised advice at every stage.
Andrew Coury
Andrew is a Chartered Financial Planner and a Chartered Financial Analyst with an Honours degree in Economics from the University of Bristol. He worked as an equity analyst at Bloomberg and Liberum Capital before joining Dartington in 2020. Appointed CEO in 2023, he specialises in pension transfers and investment planning.
Shane Bingley
Shane is a Chartered Financial Planner and a Fellow of the Personal Finance society. Having worked in the financial services sector for 20 years, Shane became a financial adviser in 2010 and joined Provisio Wealth Management based in Letchworth in 2016. Provisio was acquired by Dartington in 2024.
Rachel Rutherford
Rachel is a Chartered Accountant and Senior Financial Planner with an Economics degree from Durham. After six years at Ernst & Young, she worked in Private Equity for a high-net-worth family office in London before joining Dartington in 2020. Rachel specialises in tax planning and alternative investments.
What our clients say
Our highly qualified team of Chartered Financial Planners blends years of experience with a passion for helping you build financial confidence. They are committed to understanding your goals and providing clear, personalised advice at every stage.
Insights for making better financial decisions
Ready to take the next step?
- enquiries@dartingtonwealth.co.uk
- 01223 211 122