Good advice pays for itself,
Soderberg & Partners Wealth Management is a leading, award-winning Chartered Financial Planning firm based in the heart of Cambridge. We provide impartial, fee-based independent financial advice and wealth management services to individuals, families, and businesses.
Our Team of Experts
Our team comprises highly qualified and experienced professionals, including Chartered Financial Planners, Chartered Accountants, and a Chartered Financial Analyst. Our diverse expertise enables us to tackle a wide variety of financial challenges and create bespoke solutions tailored to your individual needs.
Our Values
Client-centricity is at the core of our values. We prioritize your goals and aspirations, working collaboratively with you to achieve lasting financial security. We also embrace values of value, quality, and integrity in all our interactions.
Pensions & Retirement Planning
- Pension consolidation & sharing
- Pension transfers
- Retirement planning & investment advice
- Post-retirement planning & wealth management
Wealth Management & Investment Planning
- Investment portfolio management
- Risk management & planning
- Inheritance Tax mitigation
- Mortgage advice & planning
Financial Planning & Advisory Services
- Individual financial planning & wealth management
- Business financial planning & retirement solutions
- Family wealth planning & succession strategies
- Cash management & budgeting
Areas of Expertise
- Mortgage advice for homeowners and potential buyers
- Inheritance Tax mitigation strategies
- Directors' Pension planning & optimization
- Employee benefits & workplace pension schemes
Our Commitment
Founded on the principles of transparency and accountability, we are committed to providing clear and concise communication throughout our engagement. We believe in building lasting relationships with our clients, offering ongoing support and guidance to help them achieve their financial goals.
What Sets Us Apart?
- Award-winning, independent financial planning
- Comprehensive and personalized solutions
- Collaborative and transparent approach
- Long-term commitment to client success
Excellent Customer Service
The customers have had a positive experience with Dartington Wealth Management, praising their financial advisors for providing exceptional service and guidance. Nicholas Leith, Sam Pettican-Runnicles, and Oliver are specifically mentioned for their professionalism, attention to detail, and ability to explain complex financial concepts in a clear and concise manner.
The customers have appreciated the advisors' ability to alleviate stress and anxiety associated with financial transactions, such as mortgage applications and pension transfers. Many have expressed gratitude for the advisors' expertise in negotiating the best rates and options, resulting in successful outcomes.
Thorough Research and Planning
Customers have praised the advisors' comprehensive research and planning, which has led to informed decisions and successful implementation of complex financial plans. This has included helping customers navigate complex pension issues, sorting out multiple pension schemes, and providing guidance on retirement planning.
Personalized Approach
The advisors at Dartington Wealth Management have been commended for their personalized approach, taking the time to understand customers' specific needs and goals. This has led to tailored solutions that have benefited customers, making the process less overwhelming and more manageable.
