Dartington Wealth Management
Dartington Wealth Management is a Chartered Financial Planning firm that offers independent financial advice and wealth management services. The team includes Chartered Financial Planners, Chartered Accountants, and a Chartered Financial Analyst, focusing on providing financial solutions to meet the needs of their clients.
- Pension advice
- Equity release
- Mortgage advice
- Wealth management
- Investment advice
- Financial planning
- Inheritance tax planning
Locations
Competitors
Absolute Financial Management provides independent financial, wealth, and mortgage advice to help clients achieve their financial goals.
Suttons IFA is a leading independent financial advice firm based in Sale, Manchester, specialising in face-to-face financial planning and wealth management.
Glasgow Wealth is an independent financial advisory firm based in Glasgow, providing expert financial advice and wealth management services.
Company Details
Dartington Wealth Management is operated by Dartington Wealth Management Limited and is a Active company incorporated on 30 April 2015 with the registered office located in Cambridge, Cambridgeshire. Dartington Wealth Management Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
4
Age
10 years old
Employees
18
Turnover
Unreported
Total Assets
£6.56M
Cash in Bank
£943.38K
Total Liabilities
-£584.22K
Teams
14
7
5
3
1
Executive Chairman • Joined Jul 2023
Chief Executive Officer • Joined Jul 2023
Director • Joined Jan 2025
Head Of Employee Benefits • Joined Jul 2021
Senior Administrator • Joined Jan 2015
Senior Administrator • Joined Jul 2024
Assistant Financial Planner • Joined Jul 2023
Mortgage, Protection And Equity Release Consultant • Joined Jun 2021
Senior Paraplanner • Joined Jun 2023
Chartered Financial Planner • Joined Sep 2023
Assistant Financial Planner • Joined Jul 2023
Senior Paraplanner • Joined Jun 2023
Chartered Financial Planner • Joined Sep 2023
Financial Planner And Chartered Accountant • Joined Mar 2020
Chartered Financial Planner • Joined Jan 2025
Financial Planner • Joined May 2023
Chartered Financial Planner • Joined Jun 2023
Chief Executive Officer • Joined Jul 2023
Director • Joined Jan 2025
Head Of Employee Benefits • Joined Jul 2021
Senior Administrator • Joined Jan 2015
Senior Administrator • Joined Jul 2024
Executive Chairman • Joined Jul 2023
Chief Executive Officer • Joined Jul 2023
Director • Joined Jan 2025
Mortgage, Protection And Equity Release Consultant • Joined Jun 2021
View 14 members