Our people
Our team have both these qualities in abundance, bound together by their professionalism and adopting our values of honesty, integrity and transparency
We treat our people and our clients with respect and not only do we rise to the challenges of working in a busy practice, we embrace it, going that extra mile to try and make a real difference.
Whether you are looking for a new financial adviser, investment adviser or wealth manager, or if you are working in financial services and considering a career move, we would welcome a call to discuss your requirements.
We believe that people are the most important asset of any business and our team of people is top notch.
Below is a very brief resume of each member of our team.
Christine Aston is our group risk specialist handling a range of group risk schemes, including group life, private medical insurance and group income protection.
Philip Bowden-Pickstock specialises in care planning and Court of Protection clients. He is also accredited by the Society of Later Life Advisers (SOLLA).
Oliver Bridgman is a Chartered Financial Planner and Wealth Manager specialising in financial planning, investments, pensions and retirement planning.
Sandra Claydon works in our client services team and is responsible for providing day to day administration and client support to our financial advisers.
Malcolm Coury is the founder, principal shareholder and managing director of Dartington Wealth Management Limited. He specialises in dealing with business clients and entrepreneurs.
Assunta Coutinho is responsible for our employee benefits team and our workplace pension specialist handling a wide portfolio of workplace pensions for both large and smaller employers.
Jacqui Crow is responsible for organising our ongoing client servicing and deals with a wide range of client, adviser and office administration functions.
Chris Galpin is our mortgage specialist and deals with a range of life and pensions clients. He has an MBA in finance and over 25 years financial services experience.
Matthew Walder is a paraplanner and responsible for our client services team who provide day to day support to our independent financial advisers.
Sam Pettican-Runnicles recently graduated with an Honours Degree in Economics. He joined our client services team in July 2018 and wants to become a financial adviser.
What our clients say
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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.