Wealth and asset management services

Helping you build a secure future and enjoy life today

At Dart Wealth Management, our wealth and asset management services bring every aspect of your finances together into one clear plan, helping you make informed decisions, stay on track and enjoy life with greater confidence and peace of mind.

Dart Wealth Management adviser in conversation with a client in the office meeting room

What working with us looks like

1.

Start the conversation

It starts with a simple conversation. We’ll arrange a short initial call to hear what has brought you to us, answer any early questions and make sure we’re the right fit for what you need. If we don’t think we’re the right people to help, we’ll always be honest and point you in the right direction.

2.

Discovery

This is where we really get to know you. In a free, no-obligation meeting, we’ll talk about your current financial position, what matters most to you and what you want your life to look like. This helps us understand your goals and what you’d like your financial plan to achieve. We’ll also explain how our fees work, so you’re clear on the cost of working with us from the outset.

3.

Explore what's possible

Once we understand where you are and where you’d like to go, we can start exploring what might be possible. Using our Voyant cash flow planning software, we can bring your finances to life, look at different scenarios and consider areas such as pensions, investments, retirement planning and your attitude to risk.

4.

Build your plan

We’ll bring everything together, carry out the research and create a personalised financial plan around your goals and circumstances. Rather than looking at individual products in isolation, we consider how the different parts of your finances can work together to support the life you want.

5.

Put your plan into action

We’ll talk you through our recommendations clearly, answer any questions and make sure you understand the plan. If you’re happy to go ahead, we’ll take care of the next steps and put everything in place.

6.

Keep you on track

Life changes, and your financial plan should change with it. We’ll review your plan regularly, keep track of your progress and make adjustments where needed. And if something changes between reviews, we’re always here to talk.