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
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.
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.
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.
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.
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.
Reviews (10)
Clementine Smith
Nov 05, 2021
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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
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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
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Tony Mansfield
Aug 28, 2021
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James Abbott
Aug 21, 2021
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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. We’d happily use Dartington again and would highly recommend.
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. We’d happily use Dartington again and would highly recommend.
Bertie Rapkin
Aug 15, 2021
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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.
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
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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.
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.
Sarah Matthews
Aug 11, 2021
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Nick was fantastic throughout the process of setting up my mortgage - he gave clear and constructive advice taking into account my specific circumstances; smoothed out all the potential problems; and even switched me to a better deal as soon as one became available with the same provider in the middle of the process. He has simply taken away a huge amount of the potential stress knowing that everything is being taken care of - I have already recommended him to others and would do so again.
Kaitlin Mcgrellis
Aug 08, 2021
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I would highly recommend Darlington. We have been working with Nick to secure a mortgage on our new home. As anxious first time buyers Nick has been extremely supportive guiding us through the whole process from start to finish. Nick has gone above and beyond to help us; he is professional, efficient, proactive and friendly to work with. I have nothing but positive feedback from my experience and cannot recommend their services enough. Thank you so much Nick!!
Jacky Lloyd
Jul 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Both Oliver and Sam have been incredibly helpful, approachable and open. They are very quick to respond to and deal with any, and varied, questions and 'first time investment' worries. It was a very big deal for me to start thinking about investments etc, but they made it all very painless! Very many thanks.
Both Oliver and Sam have been incredibly helpful, approachable and open. They are very quick to respond to and deal with any, and varied, questions and 'first time investment' worries. It was a very big deal for me to start thinking about investments etc, but they made it all very painless! Very many thanks.
