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Investment management

Investing should never feel like guesswork. Whether you’re starting from scratch or building on years of success, we provide thoughtful, independent investment management shaped entirely around your goals, values and comfort with risk.

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Grow and protect your wealth with expert, long-term guidance

Investing can be a powerful way to increase your wealth, but it can also feel uncertain without the proper guidance and support. Markets rise and fall, goals shift, and the sheer number of options can be overwhelming.

At Dartington Wealth Management, we take the complexity out of investing. We help you build a strategy that reflects your priorities, adapts over time, and prioritises long-term confidence over short-term speculation.

What does investment management include?

Our investment management service is designed for individuals and families seeking professional support in growing, preserving, or drawing from their wealth. We focus on long-term planning — balancing risk and reward in a way that supports your life goals, not just your portfolio performance.

Our service can support you with:
  • Creating a personalised investment strategy based on your goals and timeframes
  • Choosing the right mix of asset classes (equities, bonds, cash, alternatives)
  • Tax-efficient investing using ISAs, pensions, bonds or general investment accounts
  • Managing income from investments in retirement or semi-retirement
  • Aligning your investments with ethical or ESG considerations
  • Ongoing performance reviews and portfolio rebalancing
Whether you’re investing for the first time or reviewing an existing portfolio, we’ll guide you every step of the way.
Our Investment Proposition

How our service supports you

We begin by understanding what you want to achieve, whether that’s building wealth, generating income, or funding a specific goal like education or early retirement. Then we help you shape a strategy that reflects your needs, risk tolerance and values.

Our investment process is:
  • Independent: We’re not tied to any fund managers or products
  • Risk-aware: All recommendations are aligned with your personal comfort and capacity for risk
  • Tax-smart: We help maximise tax efficiency across your holdings
  • Values-led: We offer ESG and ethical investment options where desired
Most importantly, our approach is grounded in long-term thinking. We don’t chase trends, we build plans that endure.

What to expect when you work with us

Your first meeting is an opportunity to discuss your investment goals, financial situation, and any experience you’ve had with investing so far. From there, we’ll design a strategy that suits you, using tools and structures appropriate for your life stage, goals, and risk profile.

Once your portfolio is in place, we provide regular reviews and ongoing oversight, monitoring performance, suggesting changes, and helping you stay on course through market cycles.

You’ll always know what you hold, why you have it, and how it supports your broader financial picture.

A message from our CEO

Andrew Coury,
 CEO, Dartington Wealth Management

At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.

We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.

Ready to take the next step?

If you’re ready to take control of your investment strategy or want to make sure your current approach still aligns with your goals, we’re here to help with independent, expert support.

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