Wealth Management and
Independent Financial Advice

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

Wealth Management
and Independent Financial
Advice 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.
READ MORE
 

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-retirement planning, post-retirement planning, help with pension sharing following divorce, identifying and arranging the best mortgage deals, how to fund yours or your family's 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
 
 
 

Pension Transfers

If you’re thinking about transferring or accessing your pension, and the value of your pension pot is £30,000 or more, you must get professional advice. READ MORE

Retirement Planning

These days it's common for retirement to last more than 20 years. Therefore, achieving the dream of a secure, comfortable retirement requires planning. READ MORE

Investment Advice

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

Mortgages

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

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. READ MORE

Pension Consolidation

During a 35 to 40 year working career, on average, people move every seven years, which means you could end up with 5, 6 or more different pension pots to keep track of. READ MORE

Directors' Pensions

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

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. READ MORE

Trustee Investments

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

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:

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

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

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

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

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

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

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

The level of service has continued at the same high standard

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 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

Never had any problems. Friendly consultancies.

- Roger Stratford

I trust my adviser

I trust my adviser.

- Jon Daly

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

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

- Janet Huskinson

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

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

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

Our Address

Dartington Wealth Management Ltd.
5b Clifton Court,
Cambridge CB1 7BN

Tel: 01223 211 122
Email: enquiries@dartingtonwealth.co.uk

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