Investment bonds are simply an additional way of investing money, and are taxed in a different way to other savings. These investments can be issued in the UK (onshore) or through tax efficient places like Dublin (offshore).
Bonds can play a valuable role as part of a client’s portfolio, and they are a popular investment choice.
With that in mind, and the fact that we have been helping clients for over 35 years to ensure that their money and investments are working to their full potential, you can see why Dawn Slater Wealth Management should be your next contact.
Whether you have your money wrapped up in other things or whether you are looking for a plan that will ensure that your finances are looked after for now and the future we can help.
If you want to work with financial experts that will work with you and not for you to ensure that you understand where your money is and what to expect give our friendly team a call today on 01635 551926.
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.