Clear and trusted financial planning
We are independent financial planners with many years of experience in helping clients achieve their financial goals. Based in Launceston, Dart Wealth Management supports clients throughout Cornwall, Devon and further afield.
Our focus
We put you at the centre by understanding your financial needs and creating tailored plans to achieve your goals. We’re dedicated to building lasting relationships founded on trust, professionalism, and a personal touch.
Our values
We’ll prioritise your needs while also considering environmental and social factors for a fairer outcome for you and the world. We also value clarity, simplifying the process to ease financial anxiety.
Who we are
We are Peter and James, and together we bring over 30 years of financial planning to Dart Wealth Management. With strong experience in the financial sector, banking and personal wealth management, we chose to combine our expertise. Together, it is a great privilege and responsibility to help you look after your retirement planning and secure your family’s financial future. With a shared view that good relationships are built on a good connection, we truly value the bonds that we build with our clients.
“Dart Wealth Management has always provided me with excellent advice. I trust them completely with my investments, which have grown consistently, enabling me to have a very comfortable retirement.”
Verified review, Devon, September 2024