102 | UK Enterprise Awards 2022 Long-established Cambridge-based firm Dartington Wealth Management has a history that be traced back to 1962. Originally trading as CC Lee & Co the firm was taken over by the current management in 2016. We profile the firm that has been recognised in the UK Enterprise Awards 2022 as Cambridgeshire’s most trusted financial adviser. Dartington’s award-winning wealth management services include providing independent fee-based financial and investment advice to individuals, business owners, employers, including some leading charities, and trustees of private settlements. The firm’s employee benefits division specialises in establishing and administering workplace pensions and benefits for a range of employers, charities and educational establishments. Above all, Dartington Wealth is committed to providing simple, competitive, and transparent pricing and the company runs its day-to-day operations by adhering to four core values: • Honesty • Integrity • Transparency • Prosperity Dartington is not simply another faceless organisation, it is a team of people who care and genuinely understand the concerns and ambitions that everyday people have for themselves, their families and their businesses. Dartington’s ‘Centralised Investment Proposition’ has been designed to ensure that a clients’ money is managed efficiently, cost-effectively, within agreed expectations, and within agreed parameters. Respected industry methods and practices are used to make sure that clients do not take too much, or too little, risk and that the firm’s recommendations are suitable for every individual’s personal circumstances. Finally, to make ensure the investment proposition is kept up to date, Dartington Wealth regularly monitors Apr22232 Most Trusted Financial Adviser 2022 – Cambridgeshire its processes, practices and investment solutions, making improvements if possible and adjustments when necessary. With its foundations steeped in history that goes back to 1962, and a strong focus on customer satisfaction, it is no wonder that Dartington Wealth was recently voted Cambridgeshire’s Most Trusted Financial Adviser 2022 in the UK Enterprise Awards. When it comes down to it, the firm’s philosophy is simple – with an extra boost clients can reach new heights with their financial arrangements, whether that’s as an individual or for their organisation’s employees. W: dartingtonwealth.co.uk E: enquiries@dartingtonwealth.co.uk T: 01223 211 122
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