Dartington Wealth Management
Initial consultation free
Independent
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
We can advise you on
Clients
helped
200helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Oliver Bridgman
Chartered Financial Planner and Pension Transfer Specialist
Mr Chris Galpin
Senior Financial & Mortgage Adviser
Mr Philip Bowden-Pickstock
Later Life Adviser SOLLA
Miss Rachel Rutherford
Financial Planner & Chartered Accountant
What our clients say
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Mike Bekin
Malcolm and his team are amazing! Deep knowledge and proactive "on-the-ball" service.
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Simon Smith
Dartington Wealth Management is unique in my view in that all its staff are trained to a very high level and are endlessly helpful and willing to help out even with trivia that is hardly rewarding...
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Martin Noon
I have been using Dartington Wealth Management for two years now, since my previous financial advisor retired. Malcolm and the team are always extremely helpful and very quick to respond to any...
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Niall Gillespie
I spent a bit of time talking to several IFAs before settling on DWM- what sold me on them was the deep level of information gathering they did up-front to make sure they really understood what I was...
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Tristan Noyes
I worked with Rachel Rutherford on some insurance products and was so impressed with the service I asked for a full review of my family investments too. The review and the advice was excellent -...
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Ilona Karpanos
I contacted Dartington Wealth Management with no much hope for a quick call back (due to COVID-19 the office was closed). Within 10 minutes I received an e mail back followed by the phone call from...
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