Dartington Benefits is a trading style of Dartington Wealth Management Limited. We advice on, implement and manage workplace pensions and other workplace benefits, including group life insurance, medial insurance and income protection schemes for a wide range of employers, including not for profit organisations, educational establishments, technology and biomedical companies.
The firm is based in Cambridge and has a history going back over 50 years. Founded in 1962 and originally trading as C C Lee & Co. the firm was taken over by Money Wise Independent Financial Advisers in 2009 and following the sale of Money Wise there was a management buy-out of the Cambridge business which was then transferred to a new company called Dartington Wealth Management which started trading 1st July 2016.
We provide independent fee based advice to individuals, business owners, directors, charities and trustees, on wealth management and workplace benefits (aka employee benefits). We offer intelligent and sensibly priced solutions because we understand that costs eat in to the returns on your investment, whether that is a personal investment portfolio or it is an investment in providing benefits for your employees. Therefore, with an eye on minimising your costs we help you maximise your returns.