About Dartington Wealth Management

We are a people business that values relationships. Our firm is Chartered and 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. This provides long-term security for our employees and clients alike.


We have won a series of awards and recognitions

We are a Chartered Firm of Financial Planners and Wealth Managers. The last few years haven’t always been easy. We had financial crisis of 2008 / 2009, the uncertainties surrounding Brexit vote in 2016, then Brexit itself in January 2020 followed by the Covid-19 pandemic during 2020 and 2021.

However, despite these challenges, at Dartington we have continued to flourish and grow. Funds under management have grown risen substantially since the firm stared trading in 2016 and we have won a series of awards and recognitions, including being awarded the status of Chartered Financial Planning firm, voted Cambridgeshire’s Best Financial Advice firm, Cambridgeshire’s most trusted financial adviser, and Cambridgeshire’s Best Wealth Manager in 2022.

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We have the combined benefits of being a modern firm but with a history that goes back to 1962

Dartington Wealth Management started trading in July 2016 following a management buy-out and the demerger from Money Wise Independent Financial Advisers, the firm that acquired the original business in Cambridge from Lee & Co. in 2009.

We are the leading Chartered Financial Planning firm in Cambridge. As well as dealing with individuals, we manage a range of employee benefits for businesses, charities and the University. We have done so since the original business was founded in 1962.

Our award winning services include administering workplace benefits and pensions for a range of employers,  through Dartington Employee Benefits.

We are a trusted provider of wealth management and independent financial advice.

We are a trusted provider for individuals needing investment advice, financial planning, retirement advice, pension sharing during divorce, funding care needs, equity release and mortgage advice.