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About Dartington Wealth Management
We are a people business that values our relationships with our clients, employees,
local communities and our suppliers.
Our firm is Chartered and our team includes Chartered Financial Planners,
Chartered Accountants and a Chartered Financial Analyst.
CAMBRIDGESHIRE'S BEST FINANCIAL ADVISER 2022
We are Award-Winning Chartered Financial Planners & Wealth Managers
Since the firm started trading in 2016 and despite the economic and political uncertainties of the last decade, Dartington has flourished and grown by over 300%.
During this time we have won a series of awards and recognitions, including becoming a 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.
In July 2023 Söderberg & Partners Group acquired an equity stake in Dartington. This provides very welcome long-term security for our clients and our employees alike.
Then in October 2024 we acquired Provisio Wealth Management which means we now have offices in Cambridge and Letchworth.
The two firms merged in January and now trade under the Dartington Wealth Management brand managing over £500million on behalf of 900 private clients.
Updated January 2025.
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
EMPLOYEE BENEFITS
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.
