About Dartington Wealth Management
We are Award-Winning Chartered Financial Planners & Wealth Managers
Since the firm started trading in July 2016, Dartington Wealth Management has grown its operating revenue by over 300% to £4.1m for the year ending 31 December 2025. During this time we have also won a number of awards, including most recently ‘Wealth Management Company of the Year in Cambridgeshire’ (Corporate Live Wire Awards 2026) and ‘Best Independent Advisory Firm in the East of England’ (SME Business Elite Awards 2026).
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 2025 and now trade under the Dartington Wealth Management brand managing over £500million on behalf of 735 private clients.
Last updated January 2026.
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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 Cambridgeshire’s leading Chartered Financial Planning firm with office in Cambridge and Letchworth. 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.
