We are fully independent financial planners, based in Launceston, Cornwall and have clients throughout Cornwall and Devon, plus some that are further afield. We have many years experience helping our clients meet their goals and objectives.
We provide advice across a wide range of areas, including investments, savings, pensions, estate planning, cash flow planning, equity release and protection.
We are committed to putting our clients at the heart of everything we do and developing long term relationships with them. This is achieved by ensuring that we understand the individual needs of each client and implementing tailored financial plans to meet those needs.
At Dart Wealth Management, we pride ourselves on our friendly, professional and approachable nature.
Want to know more?
To find out more or to arrange a meeting with us, please
call 01566 701771, or email office@dartwealthmanagement.com