March 2024 by Nigel Braithwaite
Excellent support from Dartington Wealth over the last several years; I have always felt that I?m a valued client.Sam Pettican-Runnicles has been outstanding as my financial adviser; his attention to detail and sound advice have been second to none. I and my family can?t recommend him and Dartington highly enough. Thank you Sam
October 2023 by Vita
Thank you so much for sorting out a very complex situation and making it all so much easier. And it was done with a sense of humour!
October 2023 by Tony Barns
Choosing the best Independent Financial Advisor was not going to be easy for me. With a long career in industry but little provision for a comfortable retirement, just a few random small investments and obscure, poorly documented plans, I needed an Advisor with patience and a careful approach to find what could be done. I researched a few companies, spoke to two that I thought most likely to help, and met with Dartington Wealth Management in Cambridge for a thorough interview. Oliver and Sam listened intently and enquired about my hopes for the future. I gave them as much information as I could, including all I could find about the investments, which was sparse to say the least.Dartington comprehensively researched the background to the various policy numbers, finding their current worth and possible ways of accessing their value, and then compiled a document outlining the options I should consider. The effort they applied to the research and the high level of skill they employed to form those options impressed me greatly, and we had a further meeting. The plan of action we settled on was far better than anything I could have possibly created myself, and their careful timing for implementing each stage in the plan made the most of the available funds. I was more than pleasantly surprised at what they achieved, which more than justified their quite reasonable fees, and I remain very grateful for their diligence.
October 2023 by Matthew Gough
Rachel, Chris and the whole team at Dartington Wealth were a great help sorting my pension issues.They managed to sort out all the issues with the different pension companies and gather my pensions under one roof.Thank you team.
September 2023 by James
Dartington WM was recommended to us by a close associate and we were very pleased they were. Nicholas Leith steered us smoothly through the mortgage application process on our new house purchase in a challenging economic environment and delivered without any problems at all. We will be happily recommending Nicholas to friends and colleagues.
August 2023 by Melissa Hills
What a wonderful experience we have had at Dartington Wealth Management.The thought of the mortage process was really stressful for me but then we spoke to Nicholas Leith, he made it so stress free for us as first time buyers.He was very knowledgeable, professional and patient with us explaining everything along our journey to getting our mortgage.Thank you again for all your help.
July 2023 by Kaity McCafferty
Matt helped me with my query very quickly and gave great, professional and friendly advice. I would definitely recommend them!
June 2023 by Julia Goddard (Staff)
Extremely helpful and supportive, Nicholas was completely knowledgable and supremely competent. He gave excellent mortgage advice, making the whole flat purchase experience easy to deal with.
April 2023 by Adellee Sammy
Nicholas Leith was my broker at Dartington Wealth Management. He honestly went above and beyond for us and have finally moved into our new home thanks to all his help. He is someone I would always recommend and always puts in 100% for you through your purchase.
February 2023 by Sharon Straughan
I would highly recommend the services of Dartington Wealth Management. Andrew Coury handled the transfer of our pensions, I was comfortable with the level of support and guidance provided. I have absolute confidence that should I have any questions at all moving forwards then I will get the support and service required which has been lacking from my former provider.
January 2023 by Mel Jest
We have recently used Dartington for financial advice and to transfer our pensions. We are very happy with the friendly, prompt and professional service we have received so far.
January 2023 by Imelda Evans
I highly recommend Darlington Wealth Management to anyone who needs advice about their finance matters.Mr Oliver Bridgman and Sam, have been very kind and helpful to me in dealing with my pension sharing transfer from my divorced settlements.Thank you very much for all your help.
December 2022 by m makaratzi
Very happy with Dartington, my adviser is Andrew Coury for financial and retirement planning.Also, 6-7 years ago, Chris Galpin helped me with my mortgage.
December 2022 by Damien Sanders
Excellent, prompt, clear help and advice, primarily with pension options. They also went above and beyond in chasing my private pension provider to set up my annuity, which was separate from the funds they were transferring out from the same provider. Clear initial meeting to discuss the way forward, i was kept 'in the loop' the whole time, including some delays caused by both COVID and their moving offices. The financial questionnaire was thorough, discussed, the report reflected this as did the options offered. I have a great deal of confidence in them going forward.
November 2022 by 1968RP
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.
