Our Investment Philosophy

It is important that your investment adviser has a robust investment process that is written down and followed.

 

Our Investment Philosophy

However you decide to invest your money it is very important that your financial adviser has a robust investment process that is documented and adhered to.

Therefore, we have written down our investment process to make sure our customers:

• Have peace of mind

• Know how we use our expertise and the expertise of other investment professionals

• Are aware that your risk tolerance is always used as the basis for our investment recommendations

• Know that we review your investments on a regular basis

We have designed our investment process which we call our ‘Centralised Investment Proposition’ to ensure that we manage your money efficiently, cost-effectively and with agreed expectations and within agreed parameters.

We use respected industry methods and practices to make sure you do not take too much, or too little, risk and that our recommendations are suitable for your personal circumstances.

Finally, to make sure our investment proposition is kept up to date we make sure that we regularly monitor our processes, practices and our investment solutions, making improvements if possible and adjustments when necessary.

Take a look at the other pages on this website: Investment Advice and; Our Service & Fees for more information.

download investment insights guide Centralised Investment Proposition

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What people say about us:

I have always been very satisfied with the advice and service I receive from

I have always been very satisfied with the advice and service I receive from them.

- Jennifer Hoyos

My adviser Chris Galpin is very good at explaining how our investments and pensions work

My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice.

- Annie Roberts

We used the services of the Chris Galpin and I cannot rate his helpfulness

We used the services of the Chris Galpin and I cannot rate his helpfulness, knowledge or patience highly enough. He very efficiently soughted out the best mortgage for us and then got on with the application process with the minimal amount of fuss. Nothing was too much trouble and I will be using him in the future.

- Fiona Gilbert

All our dealings to date have been excellent

All our dealings to date have been excellent, they have listened to our requirements made suitable suggestions and implemented them in a friendly and professional manner.

- Michael Dearman

I have had honest advice and when my husband died they did all the necessary paper work for me

I have had honest advice and when my husband died they did all the necessary paper work for me very swiftlly and did not charge. A friendly professional firm who quickly understand your needs – no hard sell – your protection paramount.

- Patricia Revel

I get a good personal service from an experienced and thoughtful person

I get a good personal service from an experienced and thoughtful person whom I have known for 30+ years, and trust. That’s very valuable to me even when we don’t entirely agree on priorities! He also advises me on things I need to get around to doing, and I usually follow his advice.

- Penny Henderson

The level of service has continued at the same high standard

I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard.

- Adrian Moxon

They were recommended to me and I have already recommended them to others.

They were recommended to me and I have already recommended them to others. They are good at explaining things in a way I understand.

- Sheila Thomas

Never had any problems. Friendly consultancies

Never had any problems. Friendly consultancies.

- Roger Stratford

I trust my adviser

I trust my adviser.

- Jon Daly

The financial adviser I have dealings with has been excellent over the years

The financial adviser I have dealings with has been excellent over the years.

- Janet Huskinson

My experience has been very good, especially the personal help from Philip Bowden-Pickstock

My experience has been very good, especially the personal help from Philip Bowden-Pickstock.

- Christine Jolly

I was very happy with the service that Dartington provided

I was very happy with the service that Dartington provided with respect to our new mortgage and I have already recommended them to a friend.

- Dr Michael Gifford

Our Address

Dartington Wealth Management Ltd.
5b Clifton Court,
Cambridge CB1 7BN

Tel: 01223 211 122
Email: enquiries@dartingtonwealth.co.uk

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