Dartington Wealth Management was authorised by the Financial Conduct Authority on 1st June 2016 and started trading 1st July 2016. The firm came about as the result of a management buy-out and demerger of the Cambridge branch of Money Wise Independent Financial Advisers Ltd which was simultaneously bought by Fidelius Financial Holdings.
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.
We provide independent, impartial 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 advice for individuals getting divorced, planning to fund care needs, retirement, personal and trustee investment portfolios, and working with court appointed deputies to provide investment advice to vulnerable clients, including those in receipt of a personal injury award.