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.