Dartington Wealth Management - Cambridge

Nathan F.

Working with Dartington Wealth is always a pleasure. My usual experience with DW has been quick and simple (which I love, as do they), however you get to understand the value of your wealth managers and mortgage advisors when issues arise.

We had the pleasure of being supported by Nicholas Leith in our (more complicated than it should have been) remortgage. Nick took the rough with the smooth, faced some tricky conversations with wit and good humour and always acted in our best interests. When lenders moved the goal posts, Nick set us up in the right direction to carry on and never took no for an answer. He even called me from some far flung beach to keep me updated. To say he is committed is an understatement.

The truth of the matter is that, if he wants us, Nick has gained a client for life.

Ronald C.

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.

Becky H.

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.

Nigel B.

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

Melissa H.

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.

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.

Richard S.

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.

Tony B.

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.