“Real wealth isn’t just about numbers; it is about the confidence that comes from having the right people by your side on your financial journey.” Dartington Wealth Management is a modern firm with established roots and a rich history in Cambridge. The firm’s story first began in 2009, when Money Wise Independent Financial Advisors acquired Lee & Co., a Cambridge-based financial services firm established in 1962. Following a management buy-out and a demerger from the Cambridge branch of Money Wise, Dartington Wealth Management was born in 2016. Dartington is a firm of Chartered Financial Planners, helping clients grow and protect their wealth for themselves and their families. The firm provides independent, impartial fee-based financial and wealth management services to individuals, business owners, charities, and trustees, fuelled by its heritage and an unwavering commitment to its core values of honesty, integrity, transparency, and prosperity. “Through decades of economic, social, and political change, our purpose has remained constant: a steadfast commitment to helping our clients manage their money and secure their future,” Andrew told us. “It is their trust in us and our commitment to them that makes this relationship so important. Real wealth isn’t just about numbers; it is about the confidence that comes from having the right people by your side on your financial journey.” At its core, Dartington is dedicated to ensuring that its clients’ money works hard for them. Its comprehensive suite of services includes managing investments and pension portfolios, pre- and post-retirement planning, assistance with pension sharing orders, identifying and arranging the most advantageous mortgage deals, helping clients benefit from their annual tax allowances, and mitigating their estate’s Inheritance Tax liability so that they can pass their hard-earned wealth to their family and nominated beneficiaries. However a client invests their money, Dartington deploys a strategic investment process that it refers to as its Centralised Investment Proposition. Well-documented and well-adhered to, this proposition ensures that each client’s money is managed efficiently, cost-effectively, and within the agreed parameters. Using respected industry methods and practices, the firm provides recommendations that are suitable for the client’s personal circumstances, with regular improvements and adjustments made when necessary. For its unrelenting dedication to its clients’ success, Dartington has amassed a high volume of glowing testimonials from delighted clients. One client wrote: “I was looking for a reliable company to set up and manage my portfolio. After an initial consultation to fully understand my needs, Malcolm and Andrew handled my case with a professional approach and carefully explained my options, leaving me no doubt that my money is in good hands.” Since it began trading in 2016, Dartington has made significant strides in establishing itself as a leading independent financial advisor. In July 2023, Söderberg & Partners Group acquired an equity stake in Dartington, which provided long-term security for clients and employees alike. The firm achieved another major milestone in October 2024 with the acquisition of Provisio, a high-quality wealth management business. The two firms merged in January 2025 and now trade under the Dartington brand, managing portfolios on behalf of more than 700 private clients between offices in Cambridge and Letchworth. Between its organic growth and strategic acquisitions, Dartington has enjoyed a more than 400% rise in its annual revenue. Alongside this, the firm’s funds under management increased eightfold, growing from £60 million to £500 million between 2016 and 2025. Now, the team looks to 2026 with fierce determination and an unwavering commitment to helping clients build and protect their wealth, demonstrating precisely why Dartington Wealth Management has been named the East of England’s Best Independent Financial Advisory Firm 2026. Contact: Andrew Coury [email protected] Company: Dartington Wealth Management Web Address: www.dartingtonwealth.co.uk Research conducted by the International Longevity Centre reports that financial advice can make individuals, on average, nearly £48,000 better off in pensions and financial assets when compared to those who do not take advice. For those ready to take control of their finances, Dartington Wealth Management stands as a trusted, family-run advisory firm dedicated to helping clients grow their prosperity by striking the right balance between risk and reward. We heard more from CEO Andrew Coury below, as Dartington Wealth Management is celebrated in the Business Elite Awards 2026. Financial Advice That Pays for Itself
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