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.

Serviced Areas

  • Cambridge

Contact Details

  Website
  City Cambridge
  Postcode CB1 7BN
  Address Clifton Road
  Phone Number 01223 211 122

Products & Services

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 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.


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.

Customer Testimonials

I have had honest advice and when my husband died they did all the necessary paper work for me very swiftlly and did not charge. A friendly professional firm who quickly understand your needs – no hard sell – your protection paramount


I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard


Oliver listens well and readily understands the views and concerns of the client. He advises in a way that leaves plenty of room for us to make informed decisions. He is prepared to leave things as they are and not make changes for changes sake. He has a down to earth approach and doesn’t use jargon. As a client I feel consulted and very much a part of the decision making process. The effect of the options under discussion are set out clearly so that when decisions are taken one feels comfortable with the outcome. The advice given is realistic and doesn’t over promise


My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice

Social Activity

Europe we still love you, but… Theresa May’s Brexit in seven sentences. READ MORE...http://dartingtonwealth.co.uk/europe-still-love/
Facebook on Jan 17, 2017   Full Post ›
Family Court's decision on sharing foreign pensions. Overturning established practice, the case of Goyal v Goyal decided on 4 November 2016 that the English Family Court does not have the power to order the sharing of foreign pensions. READ MORE: http://dartingtonwealth.co.uk/family-courts-decision-sharing-foreign-pensions/
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Philip Hammond has delivered his first Autumn Statement as chancellor. These are the key points. Public borrowing/deficit/spending Borrowing is forecast to be £122bn higher in the period until 2021 than forecast in March's Budget Debt will rise from
Facebook on Dec 14, 2016   Full Post ›
The government has decided to scrap the 25% charge on the lifetime ISA for the 2017/18 tax year. The lifetime ISA is set to launch in April 2017 for under 40s and it will provide investors with a 25% government bonus on savings up to £4,000. READ MORE:
Facebook on Dec 14, 2016   Full Post ›
Executors’ dilemma Executors are responsible for paying inheritance tax which is due on the estates which they administer, but the necessary funds cannot be released from the estate until probate has been granted, and this will not happen until inheritance
Facebook on Dec 2, 2016   Full Post ›
Why Donald Trump's victory is a landmark for investors It is with some temerity that one tries to assess the policy implications of a Trump administration. The campaign rhetoric fell short of a coherent plan, or even good manners, let alone diplomacy.
Facebook on Nov 12, 2016   Full Post ›
SIPPs safe from bankruptcy Fears that creditors could force someone in bankruptcy to empty their entire pension pot under the new pension freedoms have been allayed. Last month, the Court of Appeal on Horton v Henry agreed with a ruling by the High Court
Facebook on Nov 4, 2016   Full Post ›
It's been an interesting period following the 'Leave' vote on the 23rd June... READ MORE: https://t.co/HaxUIS0k3P https://t.co/0sfx3VQ9Hq
Twitter on Sep 30, 2016   Full Post ›

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