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.
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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.
- I would recommend this business
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.
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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
From Our Website
2020 has been a great year so far. We have been voted Cambridgeshire's Best Financial Advice firm in the Corporate Live Wire Prestige Awards, Cambridgeshire's Best Wealth Manager in the SME UK Enterprise Awards and recognised as being the Best In Category within the Top 3 Best Rated Financial Advisers in Cambridgeshire. We have the combined advantages of being a new firm but with long established roots in the Cambridge business, charity and academic communities going back as far as 1962. We provide independent, impartial fee based financial and investment advice (wealth management) to individuals, business owners, charities and trustees.