Our Service & Fees

Trying to avoid paying fees for professional advice can be a false economy, and could end up costing you thousands in the long-run.

SERVICE AND FEES

Good advice pays for itself.

A report into the value of financial advice has found that those seeking help from an IFA were better off by an average of £40,000 compared to their unadvised peers. The findings from the International Longevity Centre think-tank show that the benefits of advice applied to both the ‘affluent but advised’ and the ‘just getting by but advised’.

Affluent advised customers upped their liquid assets by over £12,000 (17%) and pension wealth by £31,000 (16%) compared to those who didn’t get advice. Less wealthy clients still had an uplift of nearly £40,000 from taking advice, with an additional £14,000 in liquid assets and £26,000 in pension wealth.

Among both groups over 90% were found to be happy with the advice they received. The report concludes that trust and financial capability were the two biggest drivers of seeking advice.

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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
– ELIZABETH BREWER
Professionalism, Quality.
– LUCIENNE MANN
– 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
– 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
– 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
– 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
– 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
– 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
– 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
– 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
– 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
– 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
– SHEILA THOMAS

Simple, Competitive and Transparent fees. Feel free to download a copy our Client Agreement and ongoing service.

You can also use the calculator below to enter the amount you want to invest and see what our fees will be.

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Simple, Competitive, and Transparent pricing

We are committed to providing you with simple, competitive and transparent pricing. Therefore, simply enter the amount you wish to invest below and our fees calculator will tell you what the maximum initial fee will be and what the maximum ongoing fee for our services will be.

There are third party fees for the investment platform (the custodian) used to hold and manage your portfolio, and the investment fund charges. Because we only use the most competitive platforms the combined cost of the platform and funds using ‘passive’ or ‘index-trackers’ will normally be less than 0.25% or where we recommend the use of ‘actively managed’ funds, normally less than 0.75% p.a. 

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How we do it
Stages Of The Process
STAGE ONE
STAGE TWO
STAGE THREE
STAGE FOUR
Complete A Rish Tolerance
We will ask you to complete a risk tolerance and capacity for loss questionnaire, an online fact-find and provide you with a copy of our client agreement that explains how we work and the cost of our services. We will then discuss and explore your personal circumstances, your aims and objectives. We can do this face to face, over the telephone or using an online video consultation.
Undertaking The Necessary Research
Stage two involves us undertaking the necessary research to identify the most suitable and appropriate investment solutions, including which tax-wrappers we can use to help satisfy your needs and achieve your objectives tax-efficiently and with the lowest possible costs.
Preparing Detailed Report
Stage three involves us preparing a detailed report and recommendations outlining the solutions we are proposing. This will summarise your objectives, the investment recommendation, proposed asset allocation, risk tolerance and details of the platform(s) and investment funds, as well as all the fees and charges involved so that you are fully informed to be able to make a decision.
Setting Everything For You
Once you have agreed with and accepted our recommendation we will set everything up for you. This involves helping you to complete the necessary paperwork to set up your investment and pension accounts. We will set everything up so that you have 24/7 secure online access for maximum transparency and minimum cost.

The fees quoted above using our fee calculator are indicative. Financial intermediation is exempt from VAT. However, VAT will be charged where applicable if no financial intermediation takes place.

Clients can read our full terms and conditions within our client agreement that is available to download from this website.

The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back their initial investment. This information is based on our fees and charges as at August 2023 and may change from time to time. In the event that there are any additional fees, our adviser will confirm that prior to you proceeding with any recommendations.