UK Enterprise 2020

79 | UK Enterprise Awards 2020 Based in Cambridge, Dartington Wealth Management is an independent wealth management firm that specialises in providing advice to wealthy individuals, trustees and employers. We interviewed Dartington to discover more about the exceptional services this award-winning firm provides to their clients. Best Wealth Manager 2020 - Cambridgeshire The firm’s roots go back to 1962 when it was originally trading as C C Lee & Co. Subsequently, Lee & Co., as it was later known, was acquired by Money Wise Independent Financial Advisers in 2009 and following a management buy-out, the business was transferred and started trading as Dartington Wealth Management in 2016. The firm is recognised as one of the regions most trusted wealth management businesses and has a long history of working with academics, professionals, charities and businesses in and around Cambridge. The team at Dartington pride themselves as acting with honesty and integrity at all times when dealing with clients, and they are fully transparent and offer great value in regard to the fees they charge for their services. The company has a strong investment philosophy and track record, so their clients can be sure that the advice they are receiving is well tested, well researched and thoroughly documented. Their investment philosophy ensures that customers have peace of mind that the team at Dartington truly understand their clients’ needs and objectives, and align these with their risk tolerance as the basis for their investment recommendations. They use industry respected methods and practices to ensure that any investment a client makes is suitable for their personal circumstances. That includes direct investments, through ISAs and / or pensions. Dartington then regularly review the Jun20493 investments made with their clients to ensure that these remain suitable and reflect any changes in their personal circumstances. The team at Dartington are all highly qualified professionals supported by a team of paraplanners and administrators. Dartington also place a great deal of importance on ensuring that clients’ investment costs and the impact of taxation are minimised. These are some of the reasons why from the list of candidates, we selected Dartington Wealth Management as Cambridgeshire’s Best Wealth Manager 2020.