Professional Advisers and Financial Advice
Legal advice often gives rise to the need for independent financial advice but solicitors authorisation from the SRA entitles them to only provide legal advice. Consequently, most legal firms refer clients to an appropriately qualified independent adviser working within a recognised financial advice firm that is authorised and regulated by the Financial Conduct Authority (FCA).
In addition, accountants recognise that using the services of a financial services business complements their own services and although some larger firms have diversified in to financial services themselves, most prefer to refer clients to an appropriately qualified independent financial adviser because FCA regulated businesses require robust management systems and controls in their own right.
Dartington Wealth Management is a member of SIFA (Solicitors Independent Financial Advice) which is endorsed by the Law Society and we have a long history of working with other professional advisers, not just solicitors. We understand that we can achieve more for clients financial, tax and legal affairs by working together on their behalf.
My experience has been very good, especially the personal help from Philip Bowden-Pickstock
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
I have always been very satisfied with the advice and service I receive from them
My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice
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
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
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
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
I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard
They were recommended to me and I have already recommended them to others. They are good at explaining things in a way I understand
Never had any problems. Friendly consultancies
I trust my adviser
The financial adviser I have dealings with has been excellent over the years