Our People

It’s possible to buy expertise but it’s impossible to buy experience. Our team have both these qualities in abundance.
our qualities

It’s possible to buy expertise, but it’s impossible to buy experience

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.

Our People

Below is a very short resumé of each member of our team

Christine is a group risk and protection specialist. She manages a large number of group risk schemes for a wide range of clients including charities and educational establishments.

Christine Aston

Robert has an Honours degree from Jesus College, he is a Chartered Accountant and worked at the 'Big Four' before becoming a Chartered Financial Planner. He joined Dartington in 2022.

Robert Beardsmore

Philip is a specialist care planning adviser helping a wide range of vulnerable clients. He is in an elite group of advisers who are accredited by the Society of Later Life Advisers (SOLLA).

Philip Bowden-Pickstock

Oliver is a Chartered Financial Planner and Wealth Manager and our pension transfer specialist. He is a highly experienced financial planner and investment strategist, using cash flow modelling for pre- and post- retirement planning.

Oliver Bridgman

Glen is an expert in workplace benefits. Before he joined Dartington in 2021, Glen was Head of Corporate Benefits at Bluefin and a Director of Employee Benefits at Capita Employee Solutions.

Glen Campbell

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.

Sandra Claydon

Andrew has an Honours degree in Economics from the University of Bristol, he is a Chartered Financial Analyst and worked in Investment Banking before joining Dartington in 2020.

Andrew Coury

Malcolm is our founder, principal shareholder and managing director. With almost 40 years experience of running businesses and acting for wealthy individuals and businesses.

Malcolm Coury

Assunta is a workplace pensions specialist and has helped establish and administer a wide range of schemes for commercial and not for profit employers, including charities.

Assunta Coutinho

Jacqui is responsible for helping co-ordinate our day to day client servicing and administration functions, supporting our advisers in delivering ongoing financial planning and wealth management services.

Jacqui Crow

Chris is a highly experienced mortgage advice specialist with over 30 years experience and deals with a wide range of life and pensions clients. He has an Honours Degree in Economics and an MBA in finance.

Chris Galpin

Nick has an Honours degree in Business and Finance from the University of Coventry. He is a fully qualified and highly experienced mortgage and equity release adviser with over 10 years’ experience by the time he joined Dartington in 2021.

Nick Leith

Sam has an Honours degree in Economics from the University of East Anglia. After an initial period of work experience, Sam joined Dartington in July 2018 as a graduate trainee and qualified in 2021.

Sam Pettican-Runnicles

Rachel has an Honours degree in Economics from the University of Durham. Rachel is a Chartered Accountant and worked in Private Equity and Asset Management in the City before joining Dartington in 2020.

Rachel Rutherford

Josh has an Honours degree in Economics from the University of Leeds. He is also a semi-professional cricketer and joined Dartington as an adviser assistant in 2021.

Joshua Smith

Matt has an Honours degree in Economics from the University of Bath. Matt worked in accountancy for five years then as a mortgage adviser for two, before joining Dartington, and heads up our adviser support team.

Matthew Walder

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