Dartington Wealth Management Recenze

I approached DW for advice about a pension transfer. Following an exchange of emaiIs with Sam Pettican-Runeckles, who was very prompt in communicating , we met to discuss this matter. I found Sam very amiable, knowledgeable and thorough and we had a very constructive discussion. However, when I remarked that the course of action which he had proposed did not fit in with my financial objectives I was informed that the company did not engage with so-called 'Insistent Clients' who would like a financial adviser to facilitate a transaction different to that recommended by the advising firm. Whilst I respect whatever reasons DW might have for not dealing with insistent clients It would have been more helpful if DW had made this clear in their marketing material, especially since there are FCA guidelines for dealing with such clients without breaching the FCA''s code of conduct. Many firms helpfully make their position clear on their websites so that prospective clients know in advance what to expect when searching for an adviser.

Great service and support from Nicolas can’t recommend highly enough.

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.

I can't recommend Dartington Wealth Management highly enough. Every time I speak to Rachel and Sam they're professional, friendly and responsive. I'm not exactly a numbers person, but Rachel and Sam always make every super clear and easy to understand. It's great to know that our investments are being looked after so well.

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.

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

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!

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.

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.

I recently took out a life insurance policy to protect my mortgage. My advisor was Nicholas Leith and the service was efficient and professional

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.

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.

Matt helped me with my query very quickly and gave great, professional and friendly advice. I would definitely recommend them!

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.

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.

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.

Great communication. Friendly. Fantastic service. Highly recommend

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.

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.

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.