Dartington Wealth Management - Cambridge

Address: 4 Clifton Ct, Cambridge CB1 7BN, United Kingdom.
Phone: 1223211122.
Website: dartingtonwealth.co.uk.
Specialties: Financial planner, Investment service, Mortgage broker.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required.
Opinions: This company has 62 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Dartington Wealth Management

1223211122

Dartington Wealth Management, located at Address: 4 Clifton Ct, Cambridge CB1 7BN, United Kingdom, is a reputable financial firm that offers a range of services to its clients. With tel: 1223211122 and Website: dartingtonwealth.co.uk, the company specializes in financial planning, investment services, and mortgage brokerage.

One of the key features of Dartington Wealth Management is its commitment to providing personalized services tailored to each client's unique needs. The company's financial planners work closely with clients to develop customized financial plans that help them achieve their short-term and long-term financial goals.

In addition to financial planning, Dartington Wealth Management also offers investment services designed to help clients grow their wealth. The company's investment professionals have extensive experience managing a variety of investment portfolios, including those focused on equities, fixed income, and alternative assets. They use a disciplined investment approach that emphasizes risk management and long-term growth.

Dartington Wealth Management's mortgage brokerage services are another important aspect of the company's offering. The company's mortgage brokers have access to a wide range of mortgage products from various lenders, which allows them to help clients find the most suitable mortgage for their needs. Whether clients are looking to purchase a new home, refinance an existing mortgage, or access equity in their home, Dartington Wealth Management's mortgage brokers can help.

The company also offers a range of convenient services, including online appointments, onsite services, wheelchair accessibility, and restroom facilities. These services are designed to make it easy for clients to access the company's services and ensure that they have a comfortable and accessible experience.

Dartington Wealth Management has received numerous positive reviews from its clients, with a average opinion: 4.9/5 based on 62 reviews on Google My Business. These reviews highlight the company's expertise, professionalism, and dedication to providing excellent customer service.

Reviews of Dartington Wealth Management

Dartington Wealth Management - Cambridge

Becky Hearn

5/5

Nicholas Leith has been our mortgage advisor for the last 4 years, we wouldn’t go anywhere else.
Amazing service and he really went above and beyond to take the stress away of remortgaging, absolutely amazing in getting us the best rates. Highly recommended.

Alison Greenwood

5/5

It has been a pleasure working with Sam Pettican-Runnicles: he paid great attention to detail, clearly communicated the process and was always quick to respond to emails. Glad I went to Dartington and would definitely recommend.

Nigel Braithwaite

5/5

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

James

5/5

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.

Tony Barns

5/5

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.

Melissa Hills

5/5

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.

Richard Smith

5/5

My partner and I recently dealt with Nicholas Leith during a recent remortgage transaction. Nicholas kept me up to date with progress and explained some of the more intricate details for me as my case was a little more complex than I had imagined. A thoroughly professional experience and a pleasure dealing with him and Dartington as a company. Highly, highly recommend and will be recommending to family and friends too.

Adellee Sammy

5/5

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.