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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
Pension Transfers
If the value of your pension pot is more than £30,000 you must get professional advice.
What we do
Let us know how we can be helpful with your unique needs
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.
Testimonials
Curious what people think about us?
Rachel Rutherford was able to secure us a mortgage very quickly and a much larger borrowing amount than we expected. She was very professional, responsive and gave us excellent advice. I would highly recommend for anyone looking for a mortgage.
– ELIZABETH BREWER 
Professionalism, Quality.
– LUCIENNE MANN
I really value the help provided by Oliver and Sam at Darlington. They have made the management of my pension pot so much easier, and have taken all the worry and hassle out of it. I feel that I can trust them, and that the advice and help they give is good value for money.
– SIMON GOUGH
Both Oliver and Sam have been incredibly helpful, approachable and open. They are very quick to respond to and deal with any, and varied, questions and 'first time investment' worries. It was a very big deal for me to start thinking about investments etc, but they made it all very painless! Very many thanks.
– JACKY LLOYD
Dartington was recommended by a family member and we were delighted with the service and outcome. Nicholas took care of our re-mortgage and was pro-active, responsive, professional and helpful throughout. We’d happily use Dartington again and would highly recommend
– JAMES ABBOTT
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.
– SIMON SMITH
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 have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard.
– PENNY HENDERSON
I can't recommend Dartington Wealth Management highly enough. Every time I speak to Rachel and Sam they're professional, friendly and responsive. I'm not exactly a numbers person, but Rachel and Sam always make every super clear and easy to understand. It's great to know that our investments are being looked after so well.
– BERTIE RAPKIN
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.
– 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
Passion is what drives us
We aim to minimise your investment costs and the impact of taxation on your investments
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.