Financial planning
Good financial planning not only prepares you for the future, it also gives you the confidence to enjoy life today. We help you create a clear, thoughtful strategy that evolves with you, adapts to change, and keeps your goals at the centre.
Feel more in control of your future with a plan designed around you
Whether you’re aiming to grow your wealth, safeguard your family, or plan for retirement, it’s easy to feel overwhelmed by competing priorities. But with the right financial plan, everything begins to fall into place. You gain clarity. You make more informed decisions. And you start moving forward with purpose.
At Dartington Wealth Management, we help you create a financial plan that reflects your life, not just your bank balance, one that evolves as your goals and circumstances change.
What does financial planning cover?
Our advice can support you with:
- Setting clear financial goals and building a plan to reach them
- Managing income, expenses, savings and debt
- Growing wealth through ISAs, pensions and investments
- Protecting what matters through insurance and contingency planning
- Preparing for key life events, from homebuying to education to retirement
Each plan is completely tailored. We start with your life, then build the financial structure to support it.
How our service supports you
Our approach is:
- Personal: Shaped entirely around your circumstances and values
- Independent: Not tied to any providers or products
- Ongoing: We review and adapt your plan as life evolves
- Practical: Clear and simple recommendations, explained in plain English
What to expect when you work with us
Your first meeting is all about understanding you. No pressure, no hard sell, just a conversation about your life, your finances, and the goals that matter most.
Once we’ve built a picture of your current situation, we’ll begin shaping a strategy to move things forward, whether that’s planning for retirement, investing tax-efficiently, or simply getting more clarity and control.
We will check in with you regularly to keep things on track, answer any questions you may have, and make adjustments as necessary. We will always be available to guide you through any key decisions along the way.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
Wherever you’re starting from, we’ll help you take the next step with clarity and confidence, and build a plan that allows your future to feel more secure.
- enquiries@dartingtonwealth.co.uk
- 01223 211 122