Dartington Wealth Management - Cambridge

Dartington Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment solutions, Dartington Wealth Management presents a highly regarded and accessible service. Located at 4 Clifton Ct, Cambridge CB1 7BN, United Kingdom, this firm has established itself as a trusted partner for navigating the complexities of personal finance. With a dedicated team of experienced professionals, Dartington Wealth offers a holistic approach, encompassing everything from initial consultations and bespoke investment strategies to mortgage brokerage and ongoing portfolio management. Their commitment to client needs and a client-centric philosophy are consistently praised.

About Dartington Wealth Management

Dartington Wealth Management is a well-established investment service provider specializing in delivering tailored financial solutions. The company’s core mission is to empower clients to achieve their financial goals through proactive planning, disciplined investment management, and a deep understanding of their individual circumstances. They distinguish themselves not just by the products they offer, but by the personalized attention and ongoing support they provide. The firm operates with a strong ethical foundation, prioritizing transparency and integrity in all its dealings.

Key Services Offered

• Financial Planning: Dartington Wealth’s financial planners work closely with clients to develop detailed plans addressing a wide range of financial objectives, including retirement planning, inheritance tax mitigation, and estate planning.
• Investment Services: Clients benefit from access to a diversified portfolio of investments, carefully selected to align with their risk tolerance and long-term goals. They offer both actively managed and passively managed funds.
• Mortgage Brokerage: Dartington Wealth provides expert guidance and support in securing the most suitable mortgage solutions, assisting clients through the often-complex mortgage application process.

Location and Accessibility

The firm’s physical location at 4 Clifton Ct, Cambridge CB1 7BN, is strategically situated to serve clients in the Cambridge area and beyond. Dartington Wealth is committed to ensuring accessibility for all clients. The office is equipped with several accessibility features, including:

• Wheelchair-Accessible Car Park
• Wheelchair-Accessible Entrance
• Wheelchair-Accessible Seating
• Wheelchair-Accessible Toilet

Furthermore, online appointments are readily available, providing convenience for clients who prefer remote consultations. The team strongly recommends appointments for a more in-depth discussion of individual financial needs.

Client Feedback and Reputation

Dartington Wealth Management has garnered a consistently positive reputation within the financial services industry. Currently, the company boasts 65 reviews on Google My Business, with an impressive average rating of 4.9 out of 5. These reviews highlight the firm’s professionalism, expertise, and commitment to client satisfaction. Clients frequently commend the team’s approachable demeanor and their ability to clearly explain complex financial concepts. Here's a summary of common themes from the reviews:

Overall, the opinions regarding Dartington Wealth Management are overwhelmingly positive, reflecting a dedication to providing high-quality financial guidance and exceptional client service.

Contact Information

For inquiries or to schedule an appointment, please contact Dartington Wealth Management:

• Phone: 1223211122
• Website: dartingtonwealth.co.uk

Dartington Wealth Management is an established firm offering a comprehensive suite of services designed to meet the diverse financial needs of their clientele. Their focus on personalized financial planning, coupled with a commitment to accessibility and client satisfaction, makes them a noteworthy choice for those seeking expert guidance in managing their wealth.

👍 Reviews of Dartington Wealth Management

Nathan F.

5/5

Working with Dartington Wealth is always a pleasure. My usual experience with DW has been quick and simple (which I love, as do they), however you get to understand the value of your wealth managers and mortgage advisors when issues arise.

We had the pleasure of being supported by Nicholas Leith in our (more complicated than it should have been) remortgage. Nick took the rough with the smooth, faced some tricky conversations with wit and good humour and always acted in our best interests. When lenders moved the goal posts, Nick set us up in the right direction to carry on and never took no for an answer. He even called me from some far flung beach to keep me updated. To say he is committed is an understatement.

The truth of the matter is that, if he wants us, Nick has gained a client for life.

Ronald C.

3/5

I approached DW for advice about a pension transfer. Following an exchange of emaiIs with Sam Pettican-Runeckles, who was very prompt in communicating , we met to discuss this matter. I found Sam very amiable, knowledgeable and thorough and we had a very constructive discussion. However, when I remarked that the course of action which he had proposed did not fit in with my financial objectives I was informed that the company did not engage with so-called 'Insistent Clients' who would like a financial adviser to facilitate a transaction different to that recommended by the advising firm. Whilst I respect whatever reasons DW might have for not dealing with insistent clients It would have been more helpful if DW had made this clear in their marketing material, especially since there are FCA guidelines for dealing with such clients without breaching the FCA''s code of conduct. Many firms helpfully make their position clear on their websites so that prospective clients know in advance what to expect when searching for an adviser.

Becky H.

5/5

Nicholas Leith has been our mortgage advisor for the last 4 years, we wouldn’t go anywhere else.
Amazing service and he really went above and beyond to take the stress away of remortgaging, absolutely amazing in getting us the best rates. Highly recommended.

Alex T.

5/5

Nick has always been a source of experienced information financially and I would always recommend his wealth of knowledge and personable approach to business.

James

5/5

Dartington WM was recommended to us by a close associate and we were very pleased they were. Nicholas Leith steered us smoothly through the mortgage application process on our new house purchase in a challenging economic environment and delivered without any problems at all. We will be happily recommending Nicholas to friends and colleagues.

Richard S.

5/5

My partner and I recently dealt with Nicholas Leith during a recent remortgage transaction. Nicholas kept me up to date with progress and explained some of the more intricate details for me as my case was a little more complex than I had imagined. A thoroughly professional experience and a pleasure dealing with him and Dartington as a company. Highly, highly recommend and will be recommending to family and friends too.

Nigel B.

5/5

Excellent support from Dartington Wealth over the last several years; I have always felt that I’m a valued client.
Sam Pettican-Runnicles has been outstanding as my financial adviser; his attention to detail and sound advice have been second to none. I and my family can’t recommend him and Dartington highly enough. Thank you Sam

Melissa H.

5/5

What a wonderful experience we have had at Dartington Wealth Management.

The thought of the mortage process was really stressful for me but then we spoke to Nicholas Leith, he made it so stress free for us as first time buyers.

He was very knowledgeable, professional and patient with us explaining everything along our journey to getting our mortgage.

Thank you again for all your help.