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Our People
We are a people business and understand the importance of relationships. Our team includes Chartered Financial Planners, Chartered Accountants and a Chartered Financial Analyst.
In July 2023 Söderberg & Partners Group acquired a minority stake in the firm which provides long-term security for our employees and clients alike.
Meet the Team...
The Board
Andrew is a Chartered Financial Planner. After graduating with an honours degree in Economics from the University of Bristol, Andrew worked in investment banking for 8 years before joining Dartington in 2020. He was appointed CEO in July 2023 and specialises in pension transfers and investment advice.
Andrew Coury
Malcolm is our founder and Chairman. He has worked in financial services over 40 years. He started his career at FPS and went on to found Money Wise IFA Limited. He was also a founding director of Investment Funds Direct Group 2004 -2010 the company that launched the Ascentric investment platform.
Malcolm Coury
Joakim started his career in Merchant Banking and pension consultancy. He went on to be one of the founding partners of Soderberg & Partners, Sweden. Joakim is currently Head of Advisory workstream for S&P's wealth management expansion in the UK and joined the board of Dartington in 2023.
Joakim Strandberg
Andrew joined Dartington in 2024 as a result of the acquisition of Provisio, the firm he set up and developed over 20 years. He brings with him a wealth of experience having been an IFA for over 35 years working almost exclusively with clients referred to him by accountants and solicitors.
Andrew Whiteley
Financial Planners
Philip originally trained as an investment manager in the late 1980's. During his career he has been responsible for running investment portfolios for financial advisory and accountancy firms. Philip now advises high net worth clients referred to him from existing clients and other professional advisers.
Philip Bailey
Shane is a Chartered Financial Planner and a Fellow of the Personal Finance society.
After working in the financial sector for 20 years, Shane became a financial adviser in 2010, he joined Provisio Wealth Management in 2016 which was acquired by Dartington in 2024.
Shane Bingley
Sam is a Chartered Financial Planner with a First in Economics from the University of East Anglia. Sam joined Dartington in 2018 and specialises in complex pension planning and wealth structuring for individuals, families and trustees.
Sam Pettican-Runnicles
Rachel s a Chartered Accountant. After graduating with an honours degree in Economics from Durham University, Rachel qualified at Ernst & Young before moving into Private Equity and Asset Management. She joined Dartington in 2020 and specialises in tax-planning and tax-mitigation strategies.
Rachel Rutherford
Colin has an honours degree in Business Information Systems from the University of East Anglia. He has been working in financial services for almost 30 years and started advising clients in 2006 when working with Provisio Wealth Management which was acquired by Dartington in 2024.
Colin Thompson
After graduating from the University of Stirling with an honours degree in Sports Sciences, Chris trained as a paraplanner. Chris joined Dartington in 2022 and is now a qualified Financial Planner and also has the level 4 Certificate in Discretionary Investment Management.
Chris Tulloch
Claire is a Chartered Financial Planner with an MBA from the University of Cambridge. She was “Young IFA of the Year” in the Unbiased Awards 2014 and “IFA Personality of the Year” at the Professional Adviser Awards 2016. Claire joined Dartington in 2023 and specialises in holistic financial planning.
Claire Walsh
Matt is a Chartered Financial Planner with a Masters in Mechanical Engineering from the University of Southampton. After six years of training and experience at Cantab Asset Management he joined Dartington in May 2023. Matt specialises in investment planning strategies.
Matthew Wheeler
Other Personnel
Christine is a highly experienced group risk and protection specialist. She manages a large number of group life and medical insurance schemes for a wide range of clients including some well known charities and educational establishments.
Christine Aston
Robert is a Chartered Financial Planner and Chartered Accountant. He trained at Ernst & Young and at Anderson, Deloitte and Grant Thornton he was responsible for designing their asset allocation models. He joined Dartington in 2022 and oversees the Dartington 'Core Passive' investment portfolios.
Robert Beardsmore
Jeremy is a Chartered Financial Planner and works as a senior paraplanner supporting other Chartered Financial Planners within the firm. He gained his experience working for a number of local independent advice firms in and around Cambridge before joining Dartington in 2023.
Jeremy Bevens
Glen is an expert in workplace benefits with a wealth of career experiences. Before joining Dartington in July 2021, Glen's roles included being the Head of Corporate Benefits at Bluefin and a Board Director of Employee Benefits at Capita Employee Solutions.
Glen Campbell
Nic has a first-class honours degree in Accounting and Finance from the University of Birmingham. He is currently studying for the Diploma in Financial Planning as part of his training to become a Chartered Financial Planner.
Nic Christodoulou
Sandra is a highly experienced financial administrator working within our client services team providing day to day clerical support to our financial advisers and their clients. Before Joining Dartington Sandra gained her experience working for one of the UK's largest wealth managers
Sandra Claydon
Lucia is a Certified Paraplanner with over 20 years experience. She was a Senior Administrator in Employee Benefits and a IFA Support Consultant at Friends Life before joining Provisio in 2015 which was acquired by Dartington in 2024. She is currently completing her Diploma in Regulated Financial Planning.
Lucia Cook
After graduating with an honours degree in Business & Finance from Coventry University, Nick trained as a mortgage and equity release adviser. After 10 years working within agencies, he joined Dartington in June 2021. Nick specialises in providing mortgage, equity release and protection planning advice.
Nick Leith
Jacqui is responsible for helping co-ordinate our day to day client servicing and administration, supporting our Chartered advisers in delivering ongoing financial planning and wealth management services. Before joining Dartington in 2016 she worked over 30 years in client facing roles at HSBC.
Jacqui Crow
Alastair joined Dartington after graduating in 2023 with an honours degree in Finance from the University of Loughborough. He passed the Diploma in Regulated Financial Planning within 12 months, and is working towards becoming a Chartered Financial Planner.
Alastair MacArthur
Maxine is a Certified Accountant, holds the Diploma in Financial Planning, the Investment Management Certificate, STEP Diploma in Trust & Estates, Certificate in Mortgage Advice and Practice, and the Certificate in Regulated Equity Release. She joined Dartington in 2024 as a senior paraplanner.
Maxine Parris
Sharon is a very experienced financial services administrator working with our client services team providing support to advisers and their clients. She spent over 18 years working at Provisio Wealth Management before it was acquired by Dartington in 2024.
Sharon Peachey
Matt has an Honours degree in Economics from the University of Bath. He spent several years working in accountancy and mortgage advice before joining Lee & Co. that was acquired by Money Wise in 2009 and then Dartington in 2016. Matt now runs our operations team.
Matt Walder
Tony has an Honours degree in Business Administration from the University of Lincolnshire and Humberside. He originally trained at the Aviva Academy and has since dedicated his career to business administration. Tony joined Dartington’s client services team in 2024.
Tony Woolnough
Stephen has an Honours degree in Finance & Investment from the University of Brighton and worked in investment management before joining Dartington, including posts at Hargreaves Lansdowne and Tilney.
Stephen Smith
Testimonials
Curious what people think about us?
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 
Professionalism, Quality.
– LUCIENNE MANN
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
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.
– JACKY LLOYD
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
– JAMES ABBOTT
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
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 very swiftlly and did not charge. A friendly professional firm who quickly understand your needs – no hard sell – your protection paramount.
– PATRICIA REVEL
I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard.
– PENNY HENDERSON
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 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.
– ADRIAN MOXON
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