



Trustindex verifies that the original source of the review is Google. Choosing the best Independent Financial Advisor was not going to be easy for me. With a long career in industry but little provision for a comfortable retirement, just a few random small investments and obscure, poorly documented plans, I needed an Advisor with patience and a careful approach to find what could be done. I researched a few companies, spoke to two that I thought most likely to help, and met with Dartington Wealth Management in Cambridge for a thorough interview. Oliver and Sam listened intently and enquired about my hopes for the future. I gave them as much information as I could, including all I could find about the investments, which was sparse to say the least.
Dartington comprehensively researched the background to the various policy numbers, finding their current worth and possible ways of accessing their value, and then compiled a document outlining the options I should consider. The effort they applied to the research and the high level of skill they employed to form those options impressed me greatly, and we had a further meeting. The plan of action we settled on was far better than anything I could have possibly created myself, and their careful timing for implementing each stage in the plan made the most of the available funds. I was more than pleasantly surprised at what they achieved, which more than justified their quite reasonable fees, and I remain very grateful for their diligence.