Our Values

Honesty, integrity, transparency and prosperity. This is not just a fancy strap line to us, these values mean something important in the way we work every day.

 

Honesty, Integrity, Transparency and Prosperity

This is not just a fancy strapline to us, these values mean something important in the way we work every day. We’re not a large faceless organisation where no one is prepared to own a problem.

We are people who care and are prepared to stand up and be counted. We genuinely understand the concerns and ambitions you have for your business and your family because we run a business and we all have families too.

We act with honesty and integrity at all times when dealing with customers, and provide full transparency with regard to the costs of the products and services we recommend, and our fees for advice. Our goal is to help grow your prosperity through the right balance of risk, reward and, whenever possible, reducing costs and maximising tax-efficiency.

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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

    I was looking for a reliable company to set up and manage my portfolio.

    I was looking for a reliable company to set up and manage my portfolio. After an initial consultation to fully understand my needs, Malcolm and Andrew handled my case with a professional approach and carefully explained my options, leaving me no doubt that my money is in safe hands… Nicola Cope

    Malcolm and the team have been brilliant with starting our financial journey and have kept us in the loop at every stage. Excellent professional service, great advice, super quick responses!.. Liam Hayes

    I worked with Rachel Rutherford on some insurance products and was so impressed with the service I asked for a full review of my family investments too. The review and the advice was excellent – pragmatic, informed and practical, and better than previous advisers I’ve worked with. Look forward to using Dartington again in the future…

    - Triston Noyes

    I recently took out a life insurance policy to protect my mortgage.

    I recently took out a life insurance policy to protect my mortgage. My advisor was Rachel Rutherford and the service was efficient and professional…

    - Jordan Tweed

    I have been using Dartington Wealth Management for two years now

    I have been using Dartington Wealth Management for two years now, since my previous financial advisor retired. Malcolm and the team are always extremely helpful and very quick to respond to any queries. He undertook a review of my investment and pension portfolio last year, which was completed professionally and yielded very positive results. I would have absolutely no hesitation in recommending Dartington Wealth Management…

    - Martin Noon

    Terrific service from Rachel

    Terrific service from Rachel, taking time to fully understand my requirements and then presenting detailed analysis of the options open to me. Just the right level of detail and she brought a reassuring level of market knowledge to ensure I got the right product at the best price…

    - Ed Henriet

    I contacted Dartington Wealth Management with no much hope for a quick

    I contacted Dartington Wealth Management with no much hope for a quick call back (due to COVID-19 the office was closed). Within 10 minutes I received an e mail back followed by the phone call from Malcolm!
    I’ve been provided with a honest and highly professional opinion on my inquiry. Malcolm was extremely helpful. Once my personal circumstances have changed I will not think twice but certainly contact Dartington. Thank you Malcolm!..

    - Ilona Karpanos

    Dartington Wealth Management is unique in my view in that all its staff are trained to a very high level

    Dartington Wealth Management is unique in my view in that all its staff are trained to a very high level and are endlessly helpful and willing to help out even with trivia that is hardly rewarding for them.
    When it comes to specialist things, their skills stretch to pretty well every area of our financial lives and you know you are getting the benefit of cutting edge advice . Malcolm Coury, the CEO, has looked after me over some 20 years and when things get tough, which they are at present, he is always there with good advice given in a way that shifts panic to one side and brings sweet clarity to only the things that should concern us.
    Malcolm and his team make sure every communication is answered that day even if it is occasionally just to acknowledge and confirm the date a full reply will come through.
    I am hugely impressed with them and would have no hesitation in recommending Dartington to someone looking for an IFA…

    - Simon Smith

    Very knowledgeable, very quick to respond and detailed analysis

    Very knowledgeable, very quick to respond and detailed analysis…

    - Sarah Moore

    I spent a bit of time talking to several IFAs before settling on DWM

    I spent a bit of time talking to several IFAs before settling on DWM- what sold me on them was the deep level of information gathering they did up-front to make sure they really understood what I was asking- and it helped me to understand too. It also helped that their charges were far more reasonable than I had seen elsewhere!..

    - Niall Gillespie

    Malcom and his team have provided an efficient and professional service

    Malcom and his team have provided an efficient and professional service, demonstrating in depth knowledge with clear explanation. A pleasure to deal with…

    - Amanda Cameron

    I have instructed the many services Dartington Wealth Management offer

    I have instructed the many services Dartington Wealth Management offer, Pension and Investment services, Mortgages and Work Placed Pension the professional, impartiality and quality of advice is second to none…

    - James Brain

    Good solid expert advice. keep up the good work Dartington!

    Good solid expert advice. keep up the good work Dartington!..

    - Ros Pollard

    Excellent service and support, always very helpful and rapid to respond

    Excellent service and support, always very helpful and rapid to respond…

    - Charles Bruce

    My partner and I received incredibly helpful and honest information from Oliver

    My partner and I received incredibly helpful and honest information from Oliver. Very helpful & honest – they aren’t just trying to sell you something! We benefited from his extensive knowledge and experience and we’re incredibly grateful for his help. We would recommend him and the company to anyone…

    - Daisy

    Dartington are a recommended independent financial advisor for people

    Dartington are a recommended independent financial advisor for people in the Universities pension scheme (USS). I met up with Oliver Bridgman, he gave me the advice I needed, and with no charge for the initial consultation, which gave me all the advice I needed to take the right next steps. I now need more advice and will be going to him again…

    - Julian Peck

    Fast and really helpful advice from Malcolm- thank you!

    Fast and really helpful advice from Malcolm- thank you!..

    - Alex Sutton

    Malcolm and his team are amazing! Deep knowledge and proactive “on-the-ball” service

    Malcolm and his team are amazing! Deep knowledge and proactive “on-the-ball” service…

    - Mike Bekin

    Andrew has been extremely professional and offered really helpful

    Andrew has been extremely professional and offered really helpful, honest advice. Nothing seems too much trouble for him in explaining the intricate world of finance and investments. We are also in the process of sorting out our mortgage as well. I cannot recommend Dartington’s services enough…

    - Tony Mansfield

    I would highly recommend Darlington.

    I would highly recommend Darlington. We have been working with Nick to secure a mortgage on our new home. As anxious first time buyers Nick has been extremely supportive guiding us through the whole process from start to finish. Nick has gone above and beyond to help us; he is professional, efficient, proactive and friendly to work with. I have nothing but positive feedback from my experience and cannot recommend their services enough. Thank you so much Nick!!…

    - Kaitlin McGrellis

    Dartington was recommended by a family member and we were delighted with the service and outcome.

    Dartington was recommended by a family member and we were delighted with the service and outcome. Nicholas took care of our re-mortgage and was pro-active, responsive, professional and helpful throughout. We’d happily use Dartington again and would highly recommend…

    - Jame Abbott

    Nick was amazing!

    Nick was amazing! Made the refinancing straight forward compared to other organisations we’ve worked with. Will definitely come back again…

    - Tim Schaitberger

    Nick was fantastic throughout the process of setting up my mortgage

    Nick was fantastic throughout the process of setting up my mortgage – he gave clear and constructive advice taking into account my specific circumstances; smoothed out all the potential problems; and even switched me to a better deal as soon as one became available with the same provider in the middle of the process. He has simply taken away a huge amount of the potential stress knowing that everything is being taken care of – I have already recommended him to others and would do so again…

    - Sarah Matthrews

    Wanted to change my mortgage away from Barclays.

    Wanted to change my mortgage away from Barclays. Dartington researched the ethical status of a variety of lenders and gave me a good range of options. Once I chose they completed the whole process quickly. Very pleased with the service. They have also provided advice about other possible house purchases which was really handy…

    - Keith Garrett

    My partner and I were so impressed

    My partner and I were so impressed by the advice and help we received from Dartington Wealth Management. Rachel made the process of applying for a mortgage feel incredibly easy, and when she went on maternity leave, Nicholas stepped in to take us through the final stages. Thank you very much to the whole team!..

    - Millie Walton

    I can’t recommend Dartington Wealth Management highly enough.

    I can’t recommend Dartington Wealth Management highly enough. Every time I speak to Rachel and Sam they’re professional, friendly and responsive. I’m not exactly a numbers person, but Rachel and Sam always make every super clear and easy to understand. It’s great to know that our investments are being looked after so well…

    - Bertie Rapkin

    I was recommended Dartington by family

    I was recommended Dartington by family members who’ve used them for years and they were clear and professional throughout…

    - Joe Dibble

    Both Oliver and Sam have been incredibly helpful

    Both Oliver and Sam have been incredibly helpful, approachable and open.  They are very quick to respond to and deal with any, and varied, questions and ‘first time investment’ worries.  It was a very big deal for me to start thinking about investments etc, but they made it all very painless! Very many thanks…

    - Jackie LLoyd

    I really value the help provided by Oliver and Sam at Darlington.

    I really value the help provided by Oliver and Sam at Darlington. They have made the management of my pension pot so much easier, and have taken all the worry and hassle out of it. I feel that I can trust them, and that the advice and help they give is good value for money…

    - Simon Gough

    Professionalism, Quality…

    Professionalism, Quality…

    - Lucienne Mann

    Rachel Rutherford was able to secure us a mortgage very quickly

    Rachel Rutherford was able to secure us a mortgage very quickly and a much larger borrowing amount than we expected. She was very professional, responsive and gave us excellent advice. I would highly recommend for anyone looking for a mortgage…

    - Elizabeth Brewer

    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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