Looking for investment advice?

Wealth management and investment advice from our specialist team

 

Contact Us

Dartington Wealth Management provides independent fee based professional financial advice and wealth management services. We provide excellent value for money because we are not greedy and you only pay for the services you receive – no commission involved.

We understand how overwhelming it can be knowing who to talk to, what to do and what your options are, especially if you do not have much experience. Investing your capital is likely to be one of the most important financial decisions you will have to make and getting it wrong can be costly, in terms of both fees and tax.

Our services ensure that you receive the necessary advice and information to make a decision and be sure that you are not paying too much and receive independent advice. We consider your knowledge and experience, appetite for risk and capacity for loss as well as everything else.

Our team has many years experience and we take the time and trouble to understand your personal circumstances fully, including your goals and objectives, in order to tailor our advice to your situation, needs and objectives.

In order to find out more about how our services might help you, simply complete the short enquiry form below and we will get back to you as soon as possible.

Request A Callback

Our Address

Dartington Wealth Management Ltd.
5B Clifton Court, Cambridge CB1 7BN

We’re 10 minutes’ walk from the train station and the entrance to our offices and car park is off Clifton Road, opposite Cheffins.

Tel: 01223 211 122
Email: enquiries@dartingtonwealth.co.uk

Things to look out for

Charge

Charges

There’s a saying when it comes to investing, “it’s impossible to control investment returns but it is possible to control costs”. We regularly come across clients paying more than 2% per annum in costs despite being told a much lower headline figure.
taxes

Taxes

Tax on your investments and the income from them is effectively another cost and something that can further reduce your investment returns. The obvious taxes are income tax and capital gains tax.

Risk

Risk

Not all investors are the same. Some will have a higher tolerance to risk than others. Therefore, it is important to understand what your own tolerance for risk is and what your capacity for loss might be.

What people say about us:

I have always been very satisfied with the advice and service I receive from

I have always been very satisfied with the advice and service I receive from them.

- Jennifer Hoyos

My adviser Chris Galpin is very good at explaining how our investments and pensions work

My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice.

- Annie Roberts

We used the services of the Chris Galpin and I cannot rate his helpfulness

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.

- Fiona Gilbert

All our dealings to date have been excellent

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

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 get a good personal service from an experienced and thoughtful person

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.

- Penny Henderson

The level of service has continued at the same high standard

I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard.

- Adrian Moxon

They were recommended to me and I have already recommended them to others.

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

Never had any problems. Friendly consultancies

Never had any problems. Friendly consultancies.

- Roger Stratford

I trust my adviser

I trust my adviser.

- Jon Daly

The financial adviser I have dealings with has been excellent over the years

The financial adviser I have dealings with has been excellent over the years.

- Janet Huskinson

My experience has been very good, especially the personal help from Philip Bowden-Pickstock

My experience has been very good, especially the personal help from Philip Bowden-Pickstock.

- Christine Jolly

I was very happy with the service that Dartington provided

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.

- Dr Michael Gifford

Our Address

Dartington Wealth Management Ltd.
5b Clifton Court,
Cambridge CB1 7BN

Tel: 01223 211 122
Email: enquiries@dartingtonwealth.co.uk

Recent Posts

Our Newsletter

Subscribe to our newsletter to get the latest scoop right to your inbox

Logos