About Us
Although we are a new company, the business has a history in Cambridge that goes back over 50 years, having originally been trading as C C Lee & Co. from 1962.
Dartington Wealth Management, which now owns the business, started trading on the 1st July 2016 and came about as a result of a management buy-out and demerger from Money Wise Independent Financial Advisers that acquired Lee & Co. in 2009. Therefore, we have the combined benefits of being a new firm with long established roots in the Cambridge business and academic communities.
We continue to provide independent, impartial fee based financial and investment advice (wealth management) to individuals, business owners, charities and trustees. Our 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 valuable source of help and advice for individuals needing investment advice, financial planning, planning for retirement, 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.
For enquiries about wealth management
CALL US — 01223 211 122
or
For enquiries about workplace benefits
CALL US — 01223 275 172
or
Financial Services
Independent Financial Advice and Wealth Management Services
If your pension pot is more than £30,000 you need to be very careful and get professional advice.
Whether we invest your money for the short or long term, or take a safe or more risky approach
Personal injury claimants have specific needs and circumstances to consider.
The UK has one of the highest rates of inheritance tax in the world.
The Trustee Act 2000 introduced a statutory duty of care upon trustees
The Court of Protection appoints deputies to act
Life expectancy is far greater than it was 50 years ago.
Pensions are much more flexible than they used to be.
Mortgages are loans secured against property in the form of a charge registered with HM Land Registry
Life insurance transfers the financial risk of your death from your family
Investing in today’s uncertain world and maximising returns
Financial planning advice involves working out how you are going to afford
The Welfare Reform and Pensions Act 1999 introduced pension sharing
Health and financial security are really important issues
Directors pensions remain one of the most tax-efficient ways for business owners
Business protection is about providing financial support if a director
Dartington Wealth Management Limited is Authorised and Regulated by the Financial Conduct Authority (FCA).
It is now a legal requirement for all employers to automatically enrol their eligible employees.