Our Service

David B

I am a retired Consultant Physician who had an extensive private practice and was also a former Chair of the charity Barnardo’s.

Richard Whitehead was introduced to me personally on the retirement of my accountant (who thankfully insisted that I start preparing for retirement from my earliest professional days) and Richard has looked after my portfolio and financial planning for the past ten years or more. I am eternally grateful for this recommendation.

During these years Richard and I have built an excellent working relationship which has provided me not only with extremely competent financial management, but also with timely advice and professional colleagues to assist me in dealing with the complexity of dependant relatives and the need for comprehensive financial planning across the family.

I was delighted when I heard that Richard had taken the decision to buy Dart Capital and further develop it into a company that reflects the values that Richard stands for. I would certainly recommend Dart Capital to people like me who are looking for a long term professional relationship where mutual trust and personal attention are allied to evident competence and high ethical standards.

Antony C

Dart has been transformational for me. As a partner in PwC I had been struggling to find a single adviser who could pull my disparate affairs together ranging across myriad personal pensions and a number of different clusters of investments managed reactively.

The background of Dart ensured that they understood these particular issues (and the firm behind them) and with a questioning attitude I agreed to let them review my affairs and make recommendations. The result was that at last, here were people who spoke the same language, fully understood where I was coming from, and were competitive, transparent with costs and independent. So we set to work transitioning everything across, consolidating pensions and investments. Once completed, smoothly and efficiently, we could look at the entire financial picture as one and make strategic, informed decisions. Chris Bellchambers has helped us through this and has been great at getting underneath the skin of what I and my family are looking for.

Most of our children have subsequently moved across because they are looking for the longterm relationship which Dart offers together with a matching age profile to give them confidence so they don`t feel intimidated. Chris has built trusting relationships with us all and Dart keeps us up to speed with issues across the spectrum which should be considered and factored in.

I am now some 6 years into retirement and enjoy the benefit of knowing that here at Dart are a team which know me, my family and our goals and outlooks. They coordinate our financial affairs, assist thinking through tax, estate planning and of course investment strategy. They take the initiative when needed, are responsive, good fun and deliver on investment performance.

Simon H

I am a successful entrepreneur, having built and sold two businesses in the past. I now work full time at UCL School of Management running the MSc Entrepreneurship programme.

I have very limited time to manage my own money nor do I have the skills or qualifications to fully do this justice.  Hence I employ a team of professionals at Dart Capital to do this for me.  I have found the team highly responsive and capable, they invest time in me and they understand me. They are prepared to take the time to listen.

Dart’s charging structure is simple and transparent and their administration is highly efficient. I have used other wealth management businesses in the past and one of the defining parts of Dart’s process is their use of discretionary management which adds a substantial improvement in speed when implementing decisions.  This prevents the need for lengthy administrative reports when changes are made or when I add or request funds from my portfolio. I have used advisory services before and they were inefficient and cumbersome.

I have no hesitation in putting Dart Capital forward as your trusted advisor

Paul M

Partner – Field Fisher Waterhouse

I am a lawyer and have been a client of Dart Capital for 10 years. They are excellent at proactively managing my portfolio. I like the fact that I am included in the decision making process. Each year they ensure that I add the maximum to my pension portfolio and they manage it in accordance with the agreed strategy.

I have been impressed by their attention to detail when selecting investments. They have been particularly diligent in ensuring that the administration is smooth and the costs are clearly disclosed and are kept to a minimum.

I understand that Dart Capital manage the affairs of a number of the partners within my firm and the feedback is always positive. I recommend their service to any busy professional who wants to be able to delegate their affairs to a proactive, sympathetic and professional adviser.

Carl M

Richard provides valuable investment insight – he is always consistently well prepared, enjoys being challenged and is highly adept at moving beyond mere synthesis to really seeking to interpret, analyse and (of course) recommend.

I like the fact that Dart owes no ties to any providers of products – this gives them unusual objectivity while the fee structure is transparent and fair.

Richard has a flair for thinking through how wider geopolitical events will affect markets – invaluable in the last few years of high uncertainty. Finally its actually enjoyable to engage with him and see my money being so well managed.

Karen R

I have been a client of Dart for a considerable number of years. There is no doubt in my mind that they are the ideal firm to manage mine and my children’s portfolios. I have known Chris, my Dart financial adviser personally for the past ten years.

Confidence in handing over hard earned income to an investment manager requires a strong relationship built on trust, and Dart provide this in abundance. Unlike other advisors, Dart’s charging mechanisms are transparent, reasonable and fair. I also like the fact that Dart are not affiliated to any products or services for their own financial gain. Chris and his team are always accessible, ready to listen and to deal with even the smallest query.

I am extremely pleased with the performance of my investments which have always been balanced to take account of my personal circumstances. I am certain that I would not be so financially secure if it were not for Dart’s advice and management.

Most importantly, the team at Dart value customer service highly and their attention to detail is excellent, with timely and informative reports.

Christina R

I have known Richard Whitehead for 8 years during which time he handled my husband’s and my investments. Over the last 4 years or so I have also come to know Clare Hough. I can thoroughly recommend both of them.

My experience of their work has been excellent. The investments have performed well. More importantly for me, I am confident that they understand well my approach to risk and that they manage my investment fund in accordance with my approach. They understand that there can be priorities other than getting the best possible return. They are able to offer a personalised service, which is important to me.

I am kept well-informed as to the performance of the investments with regular information packs received by post and also regular meetings. Whenever I have emailed or phoned I have received a quick and personal response. When I was widowed a year ago they dealt effectively with matters which had to be dealt with, but also were personally easy and sympathetic to deal with in very difficult circumstances. I felt reassured and that I was in good hands. They are efficient and courteous.

I can not think of anyway in which they do not perform exactly as I would want them to and my experience of them has been entirely positive.