Dartington Wealth Management Ltd is an independent financial planner based in Cambridge. The company has built its reputation on honesty, integrity, transparency and prosperity. Dartington Wealth Management has an independent financial advisor who provides honest, paid advice and guidance to businesses and individuals. Their team includes Chartered Accountants, Chartered Financial Analysts and Chartered Financial Planners. Their team members possess both qualities, united by professionalism and adherence to their values of honesty, integrity and transparency. They offer professional financial planning for all your needs. Additionally, they provide creative solutions to help you achieve your financial goals. Their goal is to maximize investment returns within an acceptable level of risk while minimizing costs. They offer innovative solutions to help you achieve your financial goals. They aim to reduce investment costs and the tax impact on your investments. They provide independent, impartial and fee-based financial advice and wealth management to individuals, business owners, and employers, including some significant charities and trustees. Schedule a consultation.
UNIQUE FACTS:
• Customer Focused.
• Value Oriented.
• Employee Benefits Advice for Businesses.
• They Aim to Answer All Enquiries Within 24 Hours.
• Simple, Competitive, and Transparent Pricing.
Best Financial Services in Cambridge
Expert recommended Top 3 Financial Services in Cambridge, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
We have a strict “No Pay to Play” policy.
DARTINGTON WEALTH MANAGEMENT LTD REVIEWS
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.
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.
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.
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Spiritus Wealth Limited is one of the financial firms in the UK. They specialise in helping families plan for retirement. Joe Jackson and Richard Martin-Redman are the directors. Joe Helps people achieve their financial goals, which is an extremely rewarding experience. Joe has the tools, knowledge and experience to show people how their pensions interact with their objectives for income, flexibility and legacy. They help families and entrepreneurs with financial planning. They are an award-winning, technology-focused financial advisory firm. Depending on the complexity, they offer a fixed fee for the project. Their most excellent added value is helping people prepare for changes in their financial situation. Their advice is based on long-term relationships with their customers. They understand that this requires further development.
UNIQUE FACTS:
• Free Assessment.
• Their Advisers Commit to Looking After Fewer Than 60 Families in Order to Provide High Levels of Service.
• Focus On Technology Solutions.
Speciality:
£Price:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SPIRITUS WEALTH LIMITED REVIEWS
I have found both Joe and Richard to be very knowledgable in their field. They clearly have an abundance of relevant experience and as a result are excellent at distilling complicated information into a very understandable format to enable effective decision making. I have found them to be extremely helpful on a variety of complex matters and often recommended them to friends and colleagues.
Joe has been looking after our long term investments and pensions for a number of years now. It’s one of of the better life decisions we made. Obviously there’s no guarantee that investments will perform positively, but I trust Joe implicitly to offer the best possible advice.
A knowledgeable and professional outfit with a great service offering. Joe and Richard are friendly and approachable and able to give advice in an assured and easy to understand manner. Highly recommend them.
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Matrix Financial Limited is an innovative and comprehensive financial planning company based in Cambridge. Kelvin Summers is a Director of Matrix Financial Limited. He has more than 29 years of experience advising clients. He is a trained financial and mortgage advisor. Their goal is to provide professional financial solutions to all of their customers. They offer innovative and comprehensive financial planning that meets your lifestyle needs. They offer innovative and comprehensive financial planning that considers the needs and wishes of private individuals and companies. Your financial planners can help you develop and implement a strategic plan to achieve your financial goals. Their knowledge and experience ensure that when evaluating products and services on the market, recommendations are based on customers' requirements and are not tied to specific suppliers. Their financial and operational independence allows them to develop their customers' offerings further and meet their needs by developing and offering a more comprehensive range of tailored services. Call them today for a no-obligation discussion about planning your financial future.
UNIQUE FACTS:
• They Offer IFA Services to Clients .
• Provide Impartial Advice on Everything From Pensions and Wealth Management.
• Initial Consultation Available.
Speciality:
Contact:
Working Hours:
Tue-Thu: 9am - 6pm
Fri: 8:30am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
MATRIX FINANCIAL LIMITED REVIEWS
Matrix Finance was recommended by a friend. At my consultation Mr Summers immediately put me at ease, he is very professional, knowledgeable on the particular part of Finance I urgently needed advice on, also extremely kind, courteous, patient - and with great sense of humour. Mr Summers gave me the peace of mind I did not think possible to achieve. I could not recommend him more highly and will be using his expertise again.
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