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Registered Clients of Dawn Slater Wealth Management Ltd
Information provided by you may be held, processed, disclosed and used by ourselves, professional advisers, and any associated companies in servicing our relationship with you. However, strict confidentiality will be maintained at all times.
Data particular to you will only be made available for access by you on our Client Web Site if you specifically ask us to do so and after you have been sent Login details by us. Access to that information is through a password or a physical security key that you control and we cannot accept responsibility for unauthorised access however that may happen.
It is understood that, unless you notify us otherwise, you agree to the storage, use and disclosure of such information. This information may be disclosed to third party product providers in the course of providing our analysis and servicing of our relationship with you. No information will be passed to another party without your prior consent unless we are legally obliged to do so.
You also agree that for the purposes described above your data may be transferred to countries outside the European Economic Area (EEA). We may use and analyze your data, including the nature of your transactions, to provide you with information by post, telephone, fax or e-mail to service and update you, as well as informing you of new investment or tax planning opportunities.
If you would prefer to be excluded from these services, please write to us at Dawn Slater Wealth Management Ltd, 27a Kingfisher Court, Hambridge Road, Newbury, Berkshire, RG14 5SJ (01635 551926).
Data Protection and The Financial Service and Markets Act 2000
Dawn Slater Wealth Management Ltd is registered under the Data Protection Act, and is authorised and regulated by the Financial Conduct Authority.
Summary of Terms Used
A client of Dawn Slater Wealth Management Ltd who has received a written copy of our Terms of Business and who has provided financial planning criteria on which advice can be given by us or instructions executed.
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We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.