We are Peter and James Dart, chartered and qualified financial planners who share a passion for empowering people to live the life they choose.
With diplomas in Regulated Financial Planning, degrees in Accounting and Finance, and years of personal wealth experience, we offer a fresh, family-oriented, and sustainable approach to retirement.
None of our clients are the same, and our expertise lies in understanding your unique goals and needs, whether as an individual, couple, or family. Many of our clients value not only their financial future but also the planet’s. Our sustainable approach ensures peace of mind every step of the way.
Our client feedback reflects the deep trust placed in us by all our clients, regardless of the scope or nature of the relationship.
As financial planners, we have a duty of care. This is a core value of Dart Wealth Management and is at the heart of everything we do.
For us, awareness is about listening. We can only offer what’s right for you by taking the time to understand your unique circumstances.
“I wanted to be able to plan and invest for my future and did not have the knowledge or confidence to attempt to invest in stocks and shares myself without expert help. Peter has always provided me with excellent advice. I trust him completely with my investments which have grown consistently, enabling to me have a very comfortable retirement.”
Verified review, Devon, October 2024