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Dartington Wealth Management Dartington Wealth Management was authorised by the Financial Conduct Authority on 1st June 2016 and came about following a management buy-out and demerger of the Cambridge branch of Money Wise Independent Financial Advisers Ltd. Although we are a new company, the firm has a history in Cambridge that goes back over 50 years, having originally been trading as C C Lee & Co. from 1962 the firm was taken over by Money Wise Independent Financial Advisers in 2009 before becoming Dartington in 2016.
Served areas
  • Cambridge
Services
Business Protection
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Business protection is about providing financial support if a director, partner or key employee dies or becomes seriously ill.
Providing financial support at a time when it is vital for the business to recover quickly and minimise the impact on profits is crucial for business continuity. In simple terms there are four main business protection insurances you can buy that will safeguard your business:
1. Shareholder / partnership insurance
2. Key person insurance
3. Relevant life policies
4. Loan repayment insurance
Directors Pensions
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Directors pensions remain one of the most tax-efficient ways for business owners and directors to accumulate wealth for retirement.

You receive tax relief at your highest marginal rate on all personal contributions and your company contributions do not attract income tax or national insurance, unlike other benefits. Further, the company contributions are treated as a business expense and so offset against profits when calculating the company's liability to corporation tax.
Workplace Benefits
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Good employers understand the need to support their employees by providing a range of workplace benefits that provide them and their families with a sense of financial security. A visible, valuable benefits package also helps attract and retain talent for your business.

To achieve a return on your investment for providing workplace benefits, you need to be sure your employees understand the true value to them. Our approach will help you achieve that objective.
Reviews (17)
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Sibylle Harrison
May 21, 2022
Rachel put us at ease from our very first conversation. She was great at explaining the different options and helped us with our decision making. When Rachel went on maternity leave, Sam and Oliver were equally responsive and finalised our financial planning. Nick has been brilliant at helping us to find the best mortgage. We've already recommended you to friends who had an equally great experience. Thank you! You've taken the 'daunting' out of the planning.
Rp
Mar 16, 2022
Excellent service from day one. Really good communication and friendly staff, made to feel very welcome. I transferred over from another company where communication was far more limited and it is refreshing to get regular updates and strong sound advice for my portfolio. Highly recommend Oliver and Sam at Dartington.
Mike Pflanz
Dec 18, 2021
Highly recommended. I don't usually add yet another 5-star review to these things as I sense people don't trust such fulsome praise. But Nicholas and Dartington deserve it. We're highly unorthodox mortgage seekers - first time buyers, buy-to-let, overseas resident, self-employed, Sharia finance. We had a stack of probably really basic questions - what's the benefit of interest only vs repayment, for example - and Nicholas led us through his answers to all of them with professionalism, clear explanations, and a light touch.

It's no exaggeration to say that his advice helped us avoid what would have been a potentially costly path we'd thought to take, and instead opt for one that now makes a huge deal of sense. Thank you Nicholas.
Clementine Smith
Nov 05, 2021
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
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
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
Sep 20, 2021
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 Dartington's services enough.
Keith Garrett
Aug 21, 2021
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.
James Abbott
Aug 21, 2021
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.
Kaitlin Mcgrellis
Aug 20, 2021
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!
Bertie Rapkin
Aug 15, 2021
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.
Sarah Matthews
Aug 11, 2021
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.
Millie Walton
Aug 02, 2021
My partner and I were so impressed by the advice and help we received from Dartington Wealth Management. Rachel made the process of applying for a mortgage feel incredibly easy, and when she went on maternity leave, Nicholas stepped in to take us through the final stages. Thank you very much to the whole team!
Jacky Lloyd
Jul 25, 2021
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.
Julian Peck
May 30, 2019
Dartington are a recommended independent financial advisor for people in the Universities pension scheme (USS). I met up with Oliver Bridgman, he gave me the advice I needed, and with no charge for the initial consultation, which gave me all the advice I needed to take the right next steps. I now need more advice and will be going to him again.
Adrian Moxon
I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard
Annie Roberts
My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice