We provide professional financial planning for all your needs. This includes managing your investment and or pension portfolio, pre-retirement planning, post-retirement planning, help with pension sharing following divorce, identifying and arranging the best mortgage deals, how to fund yours or your family's care needs in later life, and helping you mitigate Inheritance Tax.
For employers, including not for profit organisations, we advise on and provide workplace pension and other employee benefits solutions, including group life assurance, private medical insurance and income protection schemes.
For employers, including not for profit organisations, we advise on and provide workplace pension and other employee benefits solutions, including group life assurance, private medical insurance and income protection schemes.
Services
About
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Now trading at Dartington Wealth Management, the business has a history in Cambridge that goes back over 50 years, having originally been trading as C C Lee & Co. from 1962. Despite the pandemic and ongoing government restrictions 2020 / 2021 has been our best year so far.
Funds under management have grown substantially and we have won a series of awards including being voted Cambridgeshire's Best Financial Advice firm, Cambridgeshire's Best Wealth Manager and recognised as being the 'Best In Category' within the Top 3 Best Rated Financial Advisers in Cambridgeshire.
Funds under management have grown substantially and we have won a series of awards including being voted Cambridgeshire's Best Financial Advice firm, Cambridgeshire's Best Wealth Manager and recognised as being the 'Best In Category' within the Top 3 Best Rated Financial Advisers in Cambridgeshire.
Our Values
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Honesty, integrity, transparency and prosperity. This is not just a fancy strap line to us, these values mean something important in the way we work every day. We're not a large faceless organisation where no one is prepared to own a problem. We are people who care and are prepared to stand up and be counted.
Individuals
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Combining our values with our approach to dealing with clients, and the use the latest technology, we are able to provide a valuable service designed to help you or your organisation achieve your financial goals and objectives. Combining our values with our approach to dealing with clients, and using the latest technology, we provide a valuable service designed to help you achieve your needs, financial goals and objectives.
Service & Fees
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Good advice pays for itself. Trying to avoid paying for something good is a false economy and could end up costing you thousands in the long run. A report into the value of financial advice has found that those seeking help from an IFA were better off by an average of 40,000 compared to their unadvised peers.
Investment Philosophy
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It is important that your investment adviser has a robust investment process that is written down and followed. However you decide to invest your money it is very important that your financial adviser has a robust investment process that is documented and adhered to.
We have designed our investment process which we call our 'Centralised Investment Proposition' to ensure that we manage your money efficiently, cost-effectively and with agreed expectations and within agreed parameters.We use respected industry methods and practices to make sure you do not take too much, or too little, risk and that our recommendations are suitable for your personal circumstances.
We have designed our investment process which we call our 'Centralised Investment Proposition' to ensure that we manage your money efficiently, cost-effectively and with agreed expectations and within agreed parameters.We use respected industry methods and practices to make sure you do not take too much, or too little, risk and that our recommendations are suitable for your personal circumstances.
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