Dartington Wealth Management

Business Details

Your Trusted Partner for Independent Financial Advice in Cambridge

Established as a trusted authority in financial advisory services, we specialise in delivering independent, client-centred advice tailored to individual needs. Our team of Chartered professionals combines deep industry expertise with a commitment to transparency, ensuring clients receive impartial guidance aligned with their financial goals. Regulated by the Financial Conduct Authority, we prioritise long-term relationships and ethical practices, serving individuals and businesses across East Anglia. With offices in Cambridge and Letchworth, our local market knowledge enables us to craft bespoke solutions for retirement planning, investment management, and wealth protection.

We distinguish ourselves through a rigorous adherence to regulatory standards, a focus on client education, and a dedication to evolving with our clients' changing circumstances. Our track record of supporting over 1,000 families underscores our ability to transform complex financial challenges into clear, actionable strategies. Through continuous engagement and proactive communication, we empower clients to navigate life's financial milestones with confidence.

Services

Retirement Planning Investment Management Protection Insurance Mortgages and Lending Financial Planning Pension Transfers Tax Planning Business Financial Protection Divorce Settlements Equity Release

Highlights and features

We offer independent financial advice with no product restrictions
Client-focused approach tailored to individual needs and values
Regulated by the Financial Conduct Authority for your protection
Transparent fees with no hidden charges
Locally based expertise in Cambridge and East Anglia

Associations and certifications

Financial Conduct Authority

What people say

Excellent service Quick and simple Knowledgeable and thorough Professional and friendly Best rates

Website

Update Listing

Services

Financial Planning

We develop comprehensive financial plans that integrate your objectives, risk tolerance, and values. Our approach combines technical expertise with personal insights to create adaptable strategies for long-term security. By focusing on your unique circumstances, we help navigate complex decisions while maintaining regulatory compliance and transparency throughout the process.

Investment Management

Our investment solutions align with your financial goals and ethical preferences. We construct diversified portfolios using market analysis and risk assessment, ensuring your assets grow sustainably. Regular reviews and proactive adjustments maintain alignment with evolving objectives, delivering consistent performance while adhering to FCA regulatory standards for client asset protection.

Pension Transfers

Specialist pension transfer advice ensures optimal retirement outcomes. We evaluate existing arrangements, identify improvement opportunities, and implement tax-efficient solutions. Our Chartered professionals provide clear explanations of options while maintaining strict compliance with regulatory requirements, ensuring informed decisions about your future financial security.

Protection Insurance

We design tailored protection plans to safeguard your family and assets against unforeseen circumstances. Our approach balances comprehensive coverage with affordability, explaining policy options clearly while maintaining transparency about terms and conditions. Regular reviews ensure ongoing suitability as your personal circumstances evolve over time.

Mortgage Advice

Our mortgage specialists guide clients through property financing options, from first-time purchases to complex remortgaging scenarios. We assess market offerings to identify competitive rates that align with your financial situation. The process includes clear explanations of terms, affordability assessments, and ongoing support through application completion.

People

Andrew Coury

Chief Executive Officer

Chartered Financial Planner and Analyst with 15+ years' experience. Specialises in pension transfers and investment strategy. Holds Economics degree from University of Bristol. Previously equity analyst at Bloomberg and Liberum Capital before joining Dartington in 2020.

Shane Bingley

Chartered Financial Planner

Fellow of Personal Finance Society with 20+ years in financial sector. Joined Dartington following acquisition of Provisio Wealth Management. Specialises in long-term financial planning and client relationship management across diverse wealth scenarios.

Rachel Rutherford

Senior Financial Planner

Chartered Accountant with expertise in tax planning and alternative investments. Combines accounting background with wealth management experience. Durham University Economics graduate with prior roles at Ernst & Young and London family office before joining Dartington in 2020.

Sam Pettican-Runeckles

Financial Adviser

Knowledgeable adviser specialising in pension transfers and client education. Demonstrates thoroughness in explaining options while maintaining regulatory compliance. Handles complex cases with professional approach and clear communication about investment strategies and risk parameters.

Nicholas Leith

Mortgage Adviser

Experienced mortgage specialist with proven track record in securing competitive property finance solutions. Known for client-focused approach, market knowledge, and commitment to finding optimal lending arrangements. Maintains professional standards while providing accessible, jargon-free explanations of mortgage options.

Questions

What financial services do you specialise in?

We specialise in retirement planning, investment management, protection insurance, mortgage advice, pension transfers, and tax-efficient wealth strategies.

Are you regulated by financial authorities?

Yes, we're authorised and regulated by the Financial Conduct Authority under reference number 717593.

How do you charge for your services?

We provide transparent fee structures with no hidden charges. Costs are clearly explained before any work commences.

Can you help with complex mortgage cases?

Yes, our advisers have experience handling complex remortgaging and property finance scenarios with tailored solutions.

What happens if I'm unhappy with advice?

We have formal complaint procedures. Unsatisfied clients may refer matters to the Financial Ombudsman Service.

Do you offer ongoing financial support?

Yes, we provide continuous portfolio reviews and financial plan adjustments as your circumstances evolve.

Reviews (7)

Write a Review

Clementine Smith

Nov 05, 2021 Report

Unfortunately, no help whatsoever. It started out well, and we had a very helpful conversation with a mortgage advisor. Due to family circumstances we weren't able to go ahead with applications immediately, but when I got in touch again after about a month nobody replied. I tried again another month later, and still nobody replied. I asked someone to get in touch via the form on their website and, sure enough, nobody got in touch. Really unprofessional and we've ended up having to look elsewhere for help as a result.

Kelly Rolt

Oct 28, 2021 Report

Nicholas Leith has been amazing! My remortgage from residential to by to let was refused due to a paperwork issue and Nicholas found me a new mortgage company, filled out all paperwork for me for all aspects of the house purchase and remortgage which avoided me having to duplicate tricky questions such as when was my hour built, and he chased up and dealt with all solicitors, mortgage companies, estate agents and everyone else involved. He was my one point of contact in this complex tricky process.

Cristian Regep

Oct 06, 2021 Report

Positive:Professionalism
Nicholas Leith was great in helping us quickly secure a mortgage offer on our first property. He was ver knowledgeable and responded very quickly to all our queries, making us feel at ease through the process

Tony Mansfield

Aug 28, 2021 Report

Andrew has been extremely professional and offered really helpful, honest advice. Nothing seems too much trouble for him in explaining the intricate world of finance and investments. We are also in the process of sorting out our mortgage as well. I cannot recommend Dartingtons services enough.

James Abbott

Aug 21, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Dartington was recommended by a family member and we were delighted with the service and outcome. Nicholas took care of our re-mortgage and was pro-active, responsive, professional and helpful throughout. Wed happily use Dartington again and would highly recommend.

Bertie Rapkin

Aug 15, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I can't recommend Dartington Wealth Management highly enough. Every time I speak to Rachel and Sam they're professional, friendly and responsive. I'm not exactly a numbers person, but Rachel and Sam always make every super clear and easy to understand. It's great to know that our investments are being looked after so well.

Keith Garrett

Aug 12, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Wanted to change my mortgage away from Barclays. Dartington researched the ethical status of a variety of lenders and gave me a good range of options. Once I chose they completed the whole process quickly. Very pleased with the service. They have also provided advice about other possible house purchases which was really handy.