Can I afford to live the retirement I want? Discover how pension and retirement planning can help you understand your …
Our philosophy
Helping you build a secure future and enjoy life today
We are independent financial planners with 30+ years of experience in helping clients achieve their financial goals.
Our values
The values behind everything we do
Our values shape how we work, the advice we give and the relationships we build. They guide every conversation, every recommendation and every decision, helping us deliver advice that is clear, considered and always centred on you.
Clarity
We simplify complexity and communicate in plain English.
Integrity
We act with honesty and transparency in every recommendation.
Empowerment
We give clients confidence and greater control over their future.
Evidence-based
We use proven, systematic approaches rather than speculation.
Client-centric
Every decision starts with your goals and best interests.
Consistency
We deliver reliable advice and governance year after year.
Here to guide your journey
We are Pete and James, and together we bring over 30 years of combined experience across financial services, banking and financial planning to Dart Wealth Management.
It’s a real privilege and responsibility to help our clients plan for retirement and build confidence in their family’s financial future. We believe strong relationships are built on genuine connection, which is why we take the time to get to know the people we work with and truly value the relationships we build along the way.
Our accreditations
Our client stories
What our clients are saying
Our structured approach helps us understand your goals and create a financial plan tailored to your needs. From initial conversations through to ongoing reviews, we'll guide you through the process and adapt your plan as your circumstances change.
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Latest insights
"Financial planning doesn't have to be complicated. Discover how a simpler, long-term approach can help you make better financial decisions …
From April 2027, the rules around pensions and Inheritance Tax are changing. But before making any decisions, there's a more …