About Dartington Wealth Management

Now trading at Dartington Wealth Management, the business has a history in Cambridge that goes back over 60 years, having originally been trading as C C Lee & Co. from 1962.

CAMBRIDGESHIRE'S BEST FINANCIAL ADVICE FIRM

We have won a series of awards and recognitions

Despite the difficulties of the last few years, including Brexit, the government’s pandemic restrictions during 2020 / 2021 we have continued to flourish. Funds under management have grown substantially and we have won a series of awards and recognitions, including being voted Cambridgeshire’s Best Financial Advice firm, Cambridgeshire’s most trusted financial adviser, Cambridgeshire’s Best Wealth Manager and as being the ‘Best In Category’ within the Top 3 Best Rated Financial Advisers in Cambridge.

award winning

We have the combined advantages of being a new firm with roots in Cambridge going 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 have the combined advantages of being a new firm but with long established roots in the Cambridge business, charity and academic communities going back as far as 1962.

We provide independent, impartial fee based financial and investment advice (wealth management) to individuals, business owners, employers including some leading charities, and trustees of private settlements.

Our award winning services include establishing and administering workplace pensions and other workplace benefits for a range of employers, charities and educational establishments through Dartington Benefits.

We are a trusted and valuable source of help and advice

We are a trusted and valuable source of help and advice for individuals needing investment advice, financial planning, retirement planning, who may be getting divorced, planning to fund care needs or who have inherited a large sum. We are also experienced at working with court appointed deputies to provide investment advice to vulnerable clients, including those in receipt of a personal injury award.