Wealth management advice

Wealth management and investment advice from our specialist team

Dartington Wealth Management provide 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 what 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.

Some of our recent customers

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

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

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

-Christine Jolly

Things to look out for

Charge

Charge

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 reduce further you 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.