Good advice pays for itself
Our Vision
At Dartington Wealth Management, our vision is to empower individuals and businesses to achieve financial clarity and security through personalized guidance and innovative solutions. We believe in fostering long-lasting relationships built on trust and open communication.
Who We Are
We are a team of experienced and passionate Chartered Financial Planners, Chartered Accountants, and a Chartered Financial Analyst, collectively possessing extensive knowledge and expertise in various aspects of financial planning. Our diverse backgrounds and collaborative approach ensure comprehensive and holistic solutions tailored to each client's unique needs.
Our Values
- Client-Centricity: We prioritize understanding your goals and aspirations to deliver personalized solutions that align with your specific needs and objectives.
- Transparency: We believe in open and honest communication, providing clear explanations and realistic expectations throughout the process.
- Value-Driven: We are committed to delivering meaningful outcomes and maximizing the value of your assets through considered investment strategies and meticulous planning.
- Integrity: We uphold the highest ethical standards and maintain confidentiality in all client interactions.
Our Services
We offer a comprehensive range of services covering various aspects of financial planning, including:
- Pensions & Investments: Portfolio management, retirement planning, pension consolidation, and pension sharing advice.
- Financial Planning: Goal setting, budgeting, cash flow management, inheritance tax planning, and wealth management.
- Individual Services: Financial guidance for individuals, including wealth planning, investment advice, and retirement planning.
- Business Services: Retirement planning for businesses, directors' pension schemes, and employee benefit solutions.
Our Approach
We take a collaborative and personalized approach to financial planning, involving you in every step of the process. We believe in working with you to:
- Understand your financial goals and objectives.
- Assess your current financial situation.
- Develop a tailored plan to achieve your financial goals.
- Regularly review and adjust your plan as your needs evolve.
Why Choose Dartington Wealth Management?
- Award-winning, independent financial planning.
- Team of experienced and qualified professionals.
- Client-centered approach with focus on transparency and value.
- Comprehensive range of services tailored to individual needs.
- Commitment to building lasting relationships based on trust and open communication.
Outstanding Service and Expertise
The reviews highlight the exceptional service provided by Dartington Wealth Management, with clients praising the expertise and professionalism of their advisors.
Mortgage and Remortgage Experience
Nicholas Leith received particular praise for his mortgage and remortgage services, with clients appreciating his ability to secure the best rates, provide stress-free experiences, and offer expert guidance throughout the process.
Financial Planning and Pension Management
Sam Pettican-Runnicles and Andrew Coury were commended for their attention to detail, clear communication, and sound advice in financial planning and pension management. Clients appreciated their ability to simplify complex processes and provide tailored solutions.
Client-Centric Approach
The reviews emphasize the client-centric approach of Dartington Wealth Management, with advisors taking the time to understand clients' needs, providing personalized support, and delivering results that exceeded expectations.
Highly Recommended
All clients highly recommended Dartington Wealth Management and its advisors, citing their expertise, professionalism, and exceptional service as reasons for their praise.
